Since our founding in 1995, we have served a select number of individuals and families to provide an exceptional investment management and retirement planning experience. The advice you receive as our client is personalized, grounded in research and integrity, and puts your needs first.
We focus on your financial whole and manage the complexity of your unique situation at a competitive, fee-only cost - building a relationship on trust, built to last.Your goals are our priority. We practice fundamental value investing, without consideration to tactical trading or unpredictable market timing, to drive a higher expected return and work towards achieving your aspirations, whatever the market.
We focus on your financial whole and manage the complexity of your unique situation at a competitive, fee-only cost - building a relationship on trust, built to last.Your goals are our priority. We practice fundamental value investing, without consideration to tactical trading or unpredictable market timing, to drive a higher expected return and work towards achieving your aspirations, whatever the market.
Services
The investment business has a history of ignoring the needs of those most important, their clients. Brent Forrest founded our practice in direct response to that trend, choosing to serve clients in a way he would himself expect-with respect, transparency, and care. A legacy of service we carry forward.
We serve a limited number of conservative investors around the world, the majority of whom reside in the greater San Antonio area. We remain a boutique investment firm in favor of providing our clients with outstanding personalized service and a sense of shared partnership in their financial wellbeing.
To ensure your financial present and future are well aligned, we work with a network of money managers, connecting you with those known for excellence in their respective disciplines. We focus on fit, choosing those whose people, processes, and research are those we would (and do) trust with our own finances.
As a fee-only firm, our fees are competitive and without surprises. We charge an annual percentage of assets under management, monthly and in advance, based on your account value at the previous month's end. This fee covers all management and advisory services for the following month, with assets deposited mid-month assessed on the next monthly cycle.
Reviews (3)
Ashton Collard
Oct 20, 2021
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I am a newer client, but I have been blown away by my experience so far at Brent Forrest & Associates, LLC.
In addition to their financial acumen, what has impressed me the most is the quality of their service. I have been treated like family by everyone who I've had the pleasure of interacting with, from Diane who handles client communication, to receiving my quarterly reports from analysts like Caleb.
My family sleeps better at night knowing our future is in the ever vigilant care of the talented and integrity-driven people at Brent Forrest & Associates. I strongly recommend reaching out and
In addition to their financial acumen, what has impressed me the most is the quality of their service. I have been treated like family by everyone who I've had the pleasure of interacting with, from Diane who handles client communication, to receiving my quarterly reports from analysts like Caleb.
My family sleeps better at night knowing our future is in the ever vigilant care of the talented and integrity-driven people at Brent Forrest & Associates. I strongly recommend reaching out and
Ryan Harrison
Feb 15, 2021
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Stephen Solademi
Jul 18, 2020
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