FORTHRIGHT CAPITAL

Overview

Forthright Capital is an independent registered investment adviser that functions as a capital allocator for both individuals and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and discrete consulting work. Investment activity leans toward equity-centered portfolios implemented primarily through exchange-traded vehicles and separately managed account sleeves. The firm is not positioned as an ESG-focused manager. Forthright Capital also maintains an industry affiliation with an insurance company and undertakes manager selection when adding third-party strategies to client portfolios.

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Location & Offices