Venture Forth Financial

Venture Forth Financial provides discretionary investment management, financial planning, and legacy management services to individuals, high‑net‑worth families and trusts, primarily through separately managed accounts and broadly diversified mutual fund and ETF portfolios. The firm’s brochure reports $105,011,667 in regulatory assets under management and states that financial planning is typically included as part of its ongoing advisory services.

The firm’s investment approach is grounded in Modern Portfolio Theory, constructing customized, diversified portfolios that emphasize low‑cost, largely passively managed funds and institutional share classes from managers such as Dimensional, Vanguard, PIMCO, Avantis and iShares, with periodic rebalancing and annual reviews. Venture Forth also offers ESG‑screened portfolios using third‑party screening tools and ratings (for example, As You Sow and Morningstar) and may incorporate shareholder‑advocacy or thematic ETFs (notably the TCW Transform 500) when aligned with client objectives.

The brochure highlights several features that distinguish Venture Forth from many peers: the firm recently transitioned to SEC registration and discloses that it issues periodic written communications, including newsletters, to clients. Operationally, the firm notes specific practices such as not voting client proxies, prioritizing institutional share classes and custodial non‑transaction‑fee fund lists, and maintaining a legacy management process that allows clients to limit trading or billing on legacy positions.