Paul Lobosco Email & Phone Number

WHAT WE DO: Forward Capital Management was formed in 2007 as a boutique-type alternative to larger investment management firms. This allows us to add value and an extra level of personal care. At FCM, there is no product or quota. There is only independent investment advice enhanced by deeply rooted experience and values. Whether investing for growth or retirement income, we believe the right asset and sector allocation is key to this objective. We invoke research from many sources to achieve our goals. HOW WE HELP YOU: We do NOT use the cookie cutter model of investing. Rather, our commitment is to take the time to create a specifically-designed portfolio for each client and manage those investments on a daily basis. We monitor portfolios very carefully over time, and make adjustments based on macro and micro factors. We work with your network of attorneys and accountants to ensure the best path to your financial goals.AREAS OF EXPERTISE: Income-producing and wealth preservation strategies, Cash management, Equities, Municipal and Corporate Bonds, Mutual Funds, ETFs, REITs, and Preferreds. We welcome the opportunity to help you in key financial moments: IRAs, Inheritances, and the implementation of the right type of Retirement Plan. All Securities Offered Through The Investment Center, Inc., and IC Advisory Services, Bedminster, NJ Member FINRA/SIPC. Forward Capital Management, LLC is not affiliated with The Investment Center, Inc. The use of the "Connect" feature when establishing a connection with Forward Capital Management, LLC should not be considered a positive reflection of the investment advisory services offered by said Forward Capital. Visitors to this page must avoid posting positive reviews of their experiences with Forward Capital Management, LLC, or its services, as such testimonials are prohibited understate and federal securities laws and may not reflect the experience of all clients of Forward Capital Management, LLC. Paul Lobosco is not a research analyst and the information contained herein does not constitute a research report. The information contained is derived from sources believed to be accurate. However we do not guarantee its accuracy. The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information contained is not appropriate, by itself, to guide investment decisions.

Listed skills include Wealth Management, Risk Management, Retirement Planning, Income Producing Strategies, and 5 others.