FORREST INVESTMENT MANAGEMENT, INC.

Overview

Forrest Investment Management, Inc. is a privately owned advisory firm focused on discretionary portfolio management for individual and family clients and small businesses. The firm favors an equity-centered approach, implementing portfolios largely through exchange-traded equities and separately managed account (SMA) structures. Its business model charges a percentage-of-assets fee and concentrates on active, client-specific management rather than broad institutional mandates. Forrest Investment Management, Inc. is not positioned as an ESG-focused practitioner and is not designated as a multistate adviser. Investment activity emphasizes liquid public markets with equity exposure as the primary driver of return. The firm’s allocation posture and custodial choices indicate a practical, execution-focused practice: use of SMAs and exchange-traded instruments for core exposures, supplemented by mutual funds and selective allocations to alternative strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices