Aft, Forsyth And Company, Inc.

Aft, Forsyth and Company, Inc. is a financial advisory firm based in West Palm Beach, FL, established in September 2005. The firm specializes in providing discretionary portfolio management services customized to clients' investment objectives, risk tolerance, and financial needs. As of December 31, 2024, the firm managed total discretionary assets of $232,784,780. For portfolio management services, fees are billed monthly based on the asset value at month-end, with rates ranging from 0.12% to 0.07% depending on the portfolio size. The firm may aggregate accounts within the same household to meet minimum account size requirements. Clients have the option to terminate the agreement within five days of execution without penalty. Aft, Forsyth and Company utilizes fundamental, technical, and economic analysis for security selection and investment strategies. The firm primarily invests in cash, equities, and fixed income securities, with strategies tailored to market conditions and client circumstances. The firm acts as a fiduciary, emphasizing client interests and maintaining a Code of Ethics to ensure transparency and integrity in client transactions. Larry N. Aft, the President and Chief Compliance Officer, oversees the firm's compliance with regulations and ethical standards. Aft, Forsyth and Company does not engage in soft dollar arrangements, directed brokerage, or receive compensation for client referrals. The firm holds custody of client assets at Charles Schwab, a qualified custodian, and provides annual account reviews to ensure alignment with client needs. Clients have the option to review the firm's full Code of Ethics upon request.