Julien B. Booth

Principal & Portfolio Manager


Dana Christner

Operations Manager



© 2019 Forest Capital, Corp. - All Rights Reserved

300 McGill Avenue NW

Concord, NC 28027

(704) 750-8000

2400 CrownPoint Executive Drive, Suite 200

Charlotte, NC 28227

(704) 847-0101

(704) 849-0535




February 11, 2018

I hope this note finds you doing well.

After difficult week(s) in the financial markets we find it insightful to judge our underlying performance vs. our stated objective:  Risk Adjusted Total Return.

This past week the stock market was down -5.3%, hig...

February 6, 2018

I hope this note finds you well.

When we are talking with clients re: risk we often use the metaphor of salt.  Easy to get into your portfolio, very hard to get out.

2017 was a wonderful year in our Total Return and Income portfolios and we fully expec...

Please reload

Featured Posts

More TINA?

February 11, 2020

Please reload

Recent Posts

February 11, 2020

January 30, 2020

December 19, 2019

December 3, 2019

Please reload

Please reload

Follow Us
  • Facebook Social Icon