Forza Investment Advisory, LLC
Fee-Only · Independent · Fiduciary
Strengthening Our Clients' Financial Lives
Forza Investment Advisory LLC is an independent, New Jersey State Registered Investment Advisory firm providing fee-only portfolio management and investment advisory services to private clients with investable assets greater than $1 Million. As an independent RIA we have no conflicting ties to a brokerage platform of products; so we can choose investments for our clients from all available investment choices. By working with a small, select clientele we offer the intimacy of a boutique setting and the benefit of personalized service and institutional-quality investment management. We specialize in creating innovative solutions for each client consistent with their goals, objectives and investment needs.
No brokerage ties · Personalized service · Institutional-quality management
An Independent Partner for Your Financial Future
Our mission is clear: the strengthening of our clients' financial lives. We understand that each client has many options when it comes to choosing between financial advisors and investment opportunities.
Therefore, we believe that in making financial decisions it is necessary to have a disciplined and objective partner that delivers advice based solely on an intimate understanding of one's needs and objectives.
We believe that Forza Investment Advisory can be that partner, making our clients' financial lives easier and helping to provide our clients with the financial freedom they need to live their lives as they choose.
The Forza Difference
Forza differentiates itself through its value-added business model. We bring institutional-quality money management to all our clients.
Investment Experience
Experience is crucial in today's volatile financial environment. Our investment professional spent the past 35+ years in the financial services industry including a 30+ year history managing billions of dollars as a mutual fund manager and as an institutional and private client investment manager. This experience as a professional money manager is what differentiates Forza from most advisors.
Ethics & Compliance
Forza follows a strict written code of ethics and our investment manager holds a Chartered Financial Analyst® (CFA®) designation and also adheres to the CFA® code of ethics. The firm has a clean compliance record and as an RIA we take the fiduciary pledge to act as fiduciary for all of our clients. Forza is registered in the State of New Jersey as an RIA.
Flexible and Customizable Investment Strategy
We customize an asset allocation across various asset classes for each client based on our disciplined investment process. At the core of each asset allocation is a diversified equity portfolio comprised of individual securities as constructed by our investment manager through our disciplined process.
Superior Customer Service
Great service is one of our founding core principles. We know that clients want access to their advisor and we will be sure to be available and to communicate regularly as we form a partnership with a goal of making your life easier. At Forza, your advisor IS the money manager and you get direct access to your investment manager, not an intermediary.
Transparency and Competitive Fee Structure
Our fee is based on assets under management, so our incentives are aligned with our client's best interest. Our fees are below the average mutual fund fee. We do not take custody of client assets, so assets are always safe and secure at a 3rd party custodian. Our clients always have immediate access to information on holdings, transactions and asset allocation and know what they own.
Wealth Management Services
We specialize in creating innovative solutions for each client consistent with their goals, objectives and investment needs.
- Investment Planning, Strategy and Implementation
- Asset Allocation
- Portfolio Management
- Retirement Planning
- Investment Advisory (including for ERISA Plans)
- Separately Managed Accounts (SMAs)
- Rollover 401K into IRA
- Savings Plans
- Consultative Portfolio Management
- Services to Investment Advisors
Supported Account Types: IRA's · Trusts · Personal Accounts · Rollover 401Ks · Pensions · Endowments · Charitable Accounts · 401Ks · Profit-Sharing Plans · Education Plans
Free Resources for You
Complimentary tools and guidance to help you on your financial journey.
Free Consultation
Do you desire a no-obligation consultation about a financial plan, investment portfolio, a retirement plan, an inheritance or other financial matter? Contact us for a free, no obligation consultation. We'll review your basic goals and risk tolerances, analyze the portfolio and offer insights into your allocation and investments.
Investment Newsletter
Periodically (monthly or quarterly) we send out a brief but concise and data-filled email. You get Bob Centrella's investment commentary, market data, and financial markets update.
Retirement Planning Guide E-Book
This free brochure is designed to provide valuable insights and information on retirement planning. It will help you get on the right path of saving and investing for the future.
Robert J. Centrella, CFA
President / Managing Partner
Forza Investment Advisory in Westfield, NJ is a customer-focused registered investment advisor that provides personalized financial advice and investment solutions to the select clientele we serve.
Read Biography →
A word from Bob Centrella, CFA and Managing Partner
The Name Behind the Firm
"I'm proud of my Italian heritage and have taken my company name from the battle cry of the Italian National team — Forza Azzurri!"
The word "FORZA" in the Italian language means strength. For us at Forza that especially means strength of the relationship with our clients — and for our clients, the strength and soundness of the financial advice they receive from us.
Our goal is to develop strong partnerships with our clients based on sound financial advice and a trusting relationship. FORZA — our strength is our experience.
Read Bob's Biography →