FORWARD INVESTMENT ADVISORS, INC.

Overview

Forward Investment Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual/family and institutional clients and reports a mix of fee arrangements, primarily a percentage of assets under management and occasional hourly billing. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices