Forsythe Wealth Management, Inc.

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Client assets under management

$71,465,933

Clients

118

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$605,644

About

Forsythe Wealth Management provides discretionary investment management and non‑discretionary financial consulting to individuals (including high‑net‑worth clients), families, and select institutional clients such as endowments and foundations. Like many supported firms, it delivers ongoing portfolio management and charges asset‑based fees.

The firm applies a risk‑first framework that customizes portfolios between its Capital Preservation and Capital Growth strategies with ongoing rebalancing and monitoring. It employs a proprietary, weekly quantitative stock‑ranking process across a dozen criteria and offers a Defensive Equity strategy aimed at materially lower volatility in down markets; larger growth accounts typically hold 30–40 individual large‑cap stocks, and investment management clients are eligible for a basic financial plan at no extra charge.

Noteworthy for a firm of its size, Forsythe operates with two advisors managing roughly $70–80 million for about 100 clients and its principals also hold senior roles at an affiliated research firm that provides the proprietary research and models the advisor uses, a relationship the brochure discloses as a potential conflict. The firm also does not vote client proxies and requires custody with an approved custodian (Charles Schwab), which may be relevant for clients who prefer directed brokerage or proxy voting by their advisor.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 0.90% annually $1,000,001 - $4,000,000: 0.70% annually $4,000,001+: 0.50% annually

Project-based

$150 per hour for financial consulting services

Main office location

Forsythe Wealth Management, Inc.

1401 E Greenwood Ave, Ste 200

Crown Point IN 46307, United States

Number of offices

Most active in

Florida · Illinois · Indiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website (219) 213-2537

Advisors at this firm

Ryan F

Series 65

Crown Point, IN

Forsythe Wealth Management, Inc.

Ryan Forsythe is a financial advisor at Forsythe Wealth Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Forsythe Wealth Management since 2018. In addition, he serves as Director of Research at Revelation Investment Research, where he develops and sells stock selection models to other investment firms. Forsythe Wealth Management provides discretionary investment management and non-discretionary financial consulting to individuals, families, and select institutional clients. The firm uses a risk-first framework with proprietary quantitative stock-ranking and offers customized portfolios focused on capital preservation and growth.

Active portfolio management

Gregory F

CFA®

Crown Point, IN

Forsythe Wealth Management, Inc.

Gregory Forsythe is a CFA® charterholder and principal at Forsythe Wealth Management, Inc. in Crown Point, IN, with seven years of industry experience. He is also president of Revelation Investment Research, a consulting firm serving institutional investors. Forsythe serves on the boards of the Chicago Quantitative Alliance and the Journal of Behavioral Finance, and participates on the Crown Point Community Foundation's board and investment committee. Forsythe Wealth Management provides discretionary investment management and financial consulting to individuals, families, and select institutional clients. The firm employs a risk-first framework with proprietary quantitative stock ranking and offers strategies focused on capital preservation, growth, and defensive equity.

Active portfolio management

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