Forest Capital Management, a new SEC registered investment advisory firm, has launched its operations in the US.
The new firm will provide wealth management solutions for families and individuals in addition to advising on retirement plan assets such as 401(k)’s, 403(b)’s, and pensions.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Additionally, the firm will provide retirement plan services such as plan design, investment selection and monitoring, and creating value through participant guidance.
It will also work with families and individuals to create and preserve wealth.
Nicholas Gialamas, co-founders and CEO of Forest Capital Management, said: "Organizations are looking for ways to improve their 401(k) plans, reduce the overall costs, and provide higher quality investment advice to all of its participants."
Benjamin Olson, co-founder and managing director, said: "Starting this new company, which offers a suite of retirement and investment services to include wealth management and 401(k) consulting is part of my dream to create one of the strongest retirement focused registered investment advisory firms in the country."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
