Forestis Financial Analytics, Inc. offers investment supervisory services. We tailor your portfolio to fit you.

We take a holistic approach. We believe that no one can perform professional investment supervisory work for you without a solid understanding of your financial situation. We'll gain that understanding quickly.

Portfolios fall all over the risk / reward spectrum. A portfolio that might be perfectly appropriate for some might grow too slowly for you. A portfolio that might be an excellent fit for one family might be downright dangerous for you. We'll work with you to find the right mix of risk and reward.

You will be involved every step of the way. We don't ask for a signature, then work our magic behind closed doors. We get your approval before virtually every trade. We're here to consult with you each quarter. You'll know what we are doing and why we are doing it.

We measure your portfolio's progress. We combine the performance of all your accounts into one comprehensive statement. We measure performance. We measure risk. We report to you each quarter. Even more rare and valuable is the fact that we compare your portfolio's performance to a rational, real-world benchmark.

Discipline is key. We review the economy, markets, and your portfolio every calendar quarter. We make recommendations. If you agree, we make the trades. We don't design a portfolio, then "let it ride" without close review.

We find cost-effective investments for each asset class. We are not paid on commission so we are free to choose the best vehicles in the financial services universe for our clients.

Income taxes can be a significant drag on portfolio performance. We are careful to balance the tax impacts of sales with the action's expected payoff.