Our Expertise

"Best in Class" Independent Partners
PORTFOLIO MANAGEMENT

At Forest Capital, we base our principles on value investing, the conservation of capital, the preference for dividend income, and the minimization of friction and expenses. Forest Capital is a totally independent, fee-only investment advisor.

 
FINANCIAL/TAX PLANNING

McClure CPA is an independent Tax, Estate, and Business Planning CPA firm co-located with Forest Capital. 

 

McClure CPA has extensive experience with individual and corporate financial planning, specializing in:

 

  • Individual & Corporate Tax Planning
  • Estate Planning and Reporting
  • Wealth Management
  • Insurance Consulting
  • Conflict Resolution
RESEARCH

As a third-party research firm, Sixty Guilders provides a proactive "second opinion" to Forest Capital and serves as an idea engine and due diligence provider.  Sixty Guilders Management is an independent firm founded in 2007.  Sixty Guilders offers expertise in:

 

  • Credit Analysis & Research
  • Investment Due Diligence
  • Portfolio Consulting & Risk Management
16 years experience

 80 years experience
 17 years experience