Forthright Partnerstm

Overview

Forthright Partners™ is a small, institutional-focused advisory firm organized as an LLC that combines insurance brokerage with advisory services such as financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. The firm’s stated investment preference is equities, and its reported activity centers on exchange-traded exposures. Forthright Partners™ does not identify as an active ESG investor and is not registered as a multi-state adviser. Service delivery appears flexible: the firm offers a variety of fee arrangements (percentage of AUM, hourly, subscription, fixed and other fee types), and its insurance-brokerage capability suggests a distribution emphasis on products such as annuities alongside traditional investment management and planning.

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Public Holdings

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Location & Offices