Forest Capital Management, a Newly Formed Registered Investment Advisor, Opens its Doors

New SEC Registered Investment Advisor (RIA) to provide unique approach to retirement plans, participants, and individual wealth management clients.

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Our mission is to provide high quality investment advice and options at the lowest possible cost, while helping individuals prepare for a dignified retirement.

Chicago, IL (PRWEB) June 30, 2014

Forest Capital Management, LLC, (FCM) a newly formed SEC registered investment advisor (RIA), is pleased to announce the launch of its operations. The new firm will advise on retirement plan assets such as 401(k)’s, 403(b)’s, and pensions, as well as provide wealth management solutions for families and individuals. On the retirement plan side, FCM will focus on ‘goals based’ plan design, investment selection and monitoring, and creating value through participant guidance. FCM will perform all of these services as a named Fiduciary for their clients. The wealth management portion of the business will be centered on working with families and individuals to both create and preserve wealth.

“Organizations are looking for ways to improve their 401(k) plans, reduce the overall costs, and provide higher quality investment advice to all of its participants,” stated Nicholas Gialamas, one of Forest Capital Management’s co-founders and CEO. “Drawing on years of experience in successfully building Forest Financial Group, an employee benefits company, which I will continue to run, I look forward to this new and exciting business venture.”

“Starting this new company, which offers a suite of retirement and investment services to include wealth management and 401(k) consulting is part of my dream to create one of the strongest retirement focused registered investment advisory firms in the country,” stated Benjamin Olson, co-founder and managing director. “Having worked in this business for many years as an RIA, I saw first-hand how bringing trusted independence and broad industry expertise can dramatically change the outcomes and futures of retirement savers,” he added.

Charles Waddell, co-founder and managing director, stated “We are motivated by a desire to serve clients in the highest manner possible and this ideal truly embodies the firm. Through our specialized investment analysis, consulting on plan design, and focusing on participant outcomes, we will operate with complete transparency.”

Forest Capital Management works with clients of all sizes and from many different industries providing critical advice and counsel in an ever-changing and vastly complex marketplace of investments and retirement programs.

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Forest Capital Management (FCM) is headquartered in Chicago, Illinois, and services clients throughout the United States. FCM’s mission is to provide high quality investment advice and options at the lowest possible cost, while helping individuals prepare for a dignified retirement. For more information, visit the company’s website at http://www.ForestCapitalManagement.com. Forest Capital Management, LLC is an SEC registered investment advisor (RIA). Services are offered through Forest Capital Management, LLC - Member FINRA/SEC.


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