Company Overview of Forward Management, LLC
Forward Management, LLC is a privately owned investment manager. The firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, and charitable organizations. It manages separate client focused equity portfolios. The firm also launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income markets of the world. The firm also invests in ADR’s and ETF’s. It invests in growth and value stocks of small and mid cap companies. The firm employs fundamental and quantitative research to make investme...
101 California Street
San Francisco, CA 94111
Founded in 1998
Key Executives for Forward Management, LLC
Managing Director and Chief Administrative and Risk Officer
Managing Director and Head of Distribution
Compensation as of Fiscal Year 2013.
Forward Management, LLC Key Developments
Forward Management, LLC Announces Executive Appointments
Jan 27 14
Forward Management, LLC has announced the expansion of its investment management and sales teams with three new hires. Eric Sagmeister has joined the firm's Dividend Signal strategy team as Portfolio Manager, and John Palmer has joined the firm as a Senior Analyst, further expanding Forward's investment team. Robert Rosner, a seasoned sales professional with deep experience working with financial advisers, has joined Forward as Vice President, Northeast Regional Sales Director. Eric Sagmeister responsibilities include management, monitoring and analysis of the funds' assets and investments and developing potential investment ideas. Mr. Sagmeister brings to Forward 12 years of international investing experience. Prior to joining the firm, he served as the Executive Director of European Equity Sales for Nomura Securities International, where he was integral in establishing the firm's first European Equities desk in the United States. In his role as a senior analyst, John Palmer will be responsible for fundamental analysis of individual companies and assisting in fund management with a focus on performance and risk profile. Notably, he will assist in the management of the recently launched Forward Select Opportunity Fund (FSOTX) managed by Joel Beam. Mr. Palmer was previously Vice President of Focus Financial Partners in San Francisco, where he evaluated and executed strategic acquisitions of wealth management firms across the United States. Mr. Rosner will primarily engage with financial advisors within the wirehouse channel and independent broker dealers, as well as senior wealth managers. He most recently as Vice President and Advisor Consultant at Nuveen Investments where he developed tactical consultative relationships with financial advisors, branch office managers and sales managers of priority firms.
Forward Management LLC Appoints Brad Schluter as Vice President, Institutional Sales
Nov 22 13
Forward Management LLC announced the appointment of Brad Schluter as vice president, institutional sales. Schluter most recently as senior vice president and director of marketing at Pacific Income Advisers Inc.
Forward Management, LLC Launches Income-Oriented Fund Tailored to Changing Bond Market Realities
Sep 25 13
Forward Management, LLC has launched Forward Dynamic Income Fund (FDYTX), the third income-oriented mutual fund it has introduced within the last 10 months. The Dynamic Income Fund seeks total return, with dividend and interest income as major components, with less downside volatility than the S&P 500 Index. Using an investment approach that is rare in the marketplace, it blends two underlying strategies with which Forward has extensive experience: a global dividend capture strategy, which is currently used across several global and international dividend funds, and a tactical allocation strategy currently employed in Forward Tactical Enhanced Fund.
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