Advisor at Validea Capital Management LLC
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Firm
Validea Capital Management LLC
Location
Fairfield, CT
Credentials
CFP®, CFA®
Industry experience
21 years
Jack Forehand is a CFP® and CFA® with 21 years of experience in the financial industry. He has been with Validea Capital Management LLC since 2004 and is also involved with Validea.com as a consultant focused on business development, education, and product development. Validea Capital Management serves individual investors, high-net-worth clients, trusts, and corporate entities by providing discretionary portfolio management through separately managed accounts and a digital automated advisory. The firm uses systematic, quantitative stock-selection models based on published investment strategies and offers a range of actively managed equity strategies, ETF model portfolios, direct indexing, and automated allocation services.
Based on Validea Capital Management LLC
1.5% annually starting rate, sliding scale decreasing as assets increase; applied to entire account value rather than marginal tiers; fees are negotiable
Account minimum: $250,000 Fee-only: Advisory fees are fee-only with no commissions charged by SignalBridge Wealth.
Fairfield, CT
California · Connecticut
Validea Capital Management LLC
2004 - Present (22 years)
The Reese Group LLC dba Validea
2003 - Present (23 years)
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Other specialized services
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