For investment professionals
Services to Advisors
Institutional-quality portfolio management and research capabilities available to independent financial advisors and their clients.
Partner with Forza
Forza Investment Advisory offers a suite of investment management and research services specifically designed for independent financial advisors who want to enhance the investment capabilities they offer their clients.
Whether you need third-party portfolio management, investment research support, or a co-advisory arrangement, Forza can serve as a valuable extension of your practice — allowing you to focus on client relationships while we focus on investment management.
Third-Party Portfolio Management
We act as a sub-advisor, managing discretionary equity or balanced portfolios on behalf of your clients. You maintain the client relationship while Forza handles day-to-day investment management.
Investment Research & Analysis
Access our fundamental research capabilities to support your own investment decision-making. We provide in-depth company analysis, sector research, and portfolio review services.
Co-Advisory Services
Work alongside Forza in a collaborative advisory arrangement. We contribute investment management expertise while you provide financial planning and client service.
ERISA Plan Advisory
We assist advisors whose clients sponsor 401(k), profit sharing, or pension plans. Forza can serve as the investment manager, relieving plan sponsors of their fiduciary investment responsibilities.
Portfolio Construction Consulting
Engage Forza for a second opinion on portfolio construction, asset allocation strategy, or security selection for specific client situations.
Institutional SMA Management
We manage Separately Managed Accounts for institutional clients referred by advisors, including endowments, foundations, and pension plans.
Why Partner with Forza?
Nearly 20 years of institutional investment management experience
Fee-only, fiduciary structure — no conflicts of interest
Customized portfolios of individual securities, not packaged products
Transparent communication and detailed reporting
Flexible arrangements tailored to your practice model
Let's discuss a partnership
Contact us to explore how Forza can support your advisory practice.
Get in Touch