FORTHRIGHT FINANCIAL SERVICES

Overview

Forthright Financial Services is a small, owner-operated independent registered investment adviser structured as an LLC. The firm focuses on individual and family clients and acts as a capital allocator—selecting external managers and products to build client portfolios. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and educational seminars. Fee arrangements are flexible and include a percentage-of-AUM charge as well as hourly and fixed-fee options. The firm reports it does not pursue an active ESG investing policy and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices