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Forecast Capital Management

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Client assets under management

$107,617,666

Clients

191

16% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

64

High

Average account size

$563,443

About

Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans and business clients, including high-net-worth households. The firm also publishes periodicals for clients and offers a liaison service for alternative investments intended for qualified or accredited investors.

The firm employs a Global Macro long/short approach that includes tactical asset allocation, alternative allocations, and individual equity selection, constructing portfolios from ETFs, options, mutual funds and individual equities and using a confidential Risk Assessment Questionnaire to tailor portfolios and ongoing monitoring. As part of its tactical program, Forecast may use short-term hedging with inverse ETFs and, in limited cases, ETNs—positions it discloses are typically held for less than one week and carry heightened risks related to daily rebalancing and compounding.

Forecast operates as an independent, fee-based registered investment adviser and discloses that it generally does not receive transaction-based compensation, but certain associated persons are licensed insurance agents who may sell health and life insurance through unaffiliated agencies and receive commissions, a relationship the brochure identifies as a potential conflict and which the firm says it supervises and discloses. The firm also recently terminated a broker‑dealer affiliation and combines fee-based portfolio management with selective commission‑based insurance activity and alternative-investment liaison services, a mix that differs from many peers in its category.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management

Fee options

Fixed

Financial Planning Fees: $500 for Financial Plan; $750 for Financial Plan + Retirement Plan; $1,000 for Financial Plan + Retirement Plan + Tax Plan

Percentage

$250,000 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.35% $2,500,000 - $4,999,999: 1.20% $5,000,000 - $9,999,999: 1.05% $10,000,000+: 0.90%

Commissions

Certain associated persons may receive commissions from insurance product sales

Other

Account minimum: $250,000 Fee-only: Fee-only basis; no commissions for advisory services

Main office location

Forecast Capital Management

Castle Rock CO, United States

Number of offices

4

Most active in

More info

Colorado · Florida · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 720-432-1435

Advisors at this firm

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user avatar

Jason H

Series 66

Castle Rock, CO

Forecast Capital Management

Jason Hilliard is a financial advisor at Forecast Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at Forecast Capital Management since 2013, including roles at Great Point Capital and Sowell Financial Services. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm employs a Global Macro long/short approach with tactical asset allocation and alternative investments, tailoring portfolios using a proprietary Risk Assessment Questionnaire and ongoing monitoring.

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management
user avatar

John P

Series 63, Series 65

Castle Rock, CO

Forecast Capital Management

John Pistilli is a financial advisor at Forecast Capital Management in Castle Rock, CO, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, constructing portfolios from ETFs, options, mutual funds, and individual equities.

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management
user avatar

Michael P

CFP®, Series 66

Castle Rock, CO

Forecast Capital Management

Michael Pistilli is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Forecast Capital Management and Great Point Capital, having previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. His background also includes roles at the University of Puget Sound and Valor Christian High School. Forecast Capital Management provides investment advisory and financial planning services to individuals, families, trusts, retirement plans, and business clients, including high-net-worth households. The firm uses a Global Macro long/short approach with tactical asset allocation and alternative investments, tailoring portfolios through a confidential Risk Assessment Questionnaire and ongoing monitoring.

Tax-loss harvesting Private / alternative investments Active portfolio management Concentrated stock management
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