Forthright Partners LLC

Forthright Partners LLC, established in April 2020, offers discretionary and non-discretionary portfolio management and financial planning services to individuals, including high net worth individuals, corporations, trusts, and other entities. The firm creates a Financial Profile and Investment Plan for each client based on their financial circumstances, goals, and risk tolerance. Portfolio management is conducted on a discretionary basis, allowing the Adviser to manage investments without prior client consultation. Non-discretionary clients are contacted before any trade execution. The firm generally charges an asset-based fee starting at 0.75% for the first $5 million managed. Financial planning services are included in portfolio management fees. The Adviser does not have performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, corporations, trusts, and other entities. Investment strategies involve long-term and tactical purchases, with analysis methods including fundamental, technical, and quantitative analysis. Risks include management, economic conditions, equity market, fixed income, foreign securities, and lack of diversification risks. The Adviser does not have any disciplinary events to report and does not vote proxies for client securities. The firm uses Schwab as a custodian and participates in the Schwab Adviser Services program, receiving benefits from the program. The Adviser may aggregate trades for efficiency and cost-effectiveness. Clients can choose discretionary or non-discretionary accounts, with the Adviser having limited power of attorney for trading activities.