POWER FORWARD MANAGEMENT, LLC

Overview

Power Forward Management, LLC is a privately held limited liability company run by an individual owner that acts as a capital allocator and investment adviser. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — indicating a manager-of-managers or outsourced CIO approach for some client relationships. The firm charges fees as a percentage of assets under management and is not identified as an active ESG investor. The firm reports relationships with other financial professionals, including an affiliation with another investment adviser and with an accountant, which suggests collaboration on client planning and due diligence. While regulatory registration details are not specified, the firm is positioned to deliver discretionary and non-discretionary portfolio management and to engage third-party managers where appropriate.

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Location & Offices