MarketForce, LLC

The firm provides discretionary investment advisory services to individual clients, investing only in U.S.-registered securities such as stocks, bonds and mutual funds. Accounts are custodied and traded through a third‑party custodian and the firm accepts clients without a stated minimum asset size.

Investment decisions rely on a combination of publicly available research and proprietary analysis, with allocations and weights adjusted to align with each client’s stated goals; the firm reviews client accounts at least quarterly and relies on clients to request specific reviews as needed. Portfolios commonly hold similar securities across client accounts, although individual weightings vary, and the adviser has discretion to trade on clients’ behalf.

The firm’s principal also serves as a principal at two other SEC‑registered advisory firms that focus on institutional and high‑net‑worth families and spends the majority of his time with those firms; MarketForce positions itself for clients who either do not meet the larger firms’ minimums or do not require full wealth management services. The adviser does not provide its own regular account reporting, instead relying on custodial reports, and it may invest in the same securities in personal and client accounts, which can lead to overlapping holdings.