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Based in Seattle, Forward Institutional is a division of Forward Management dedicated to working with financial institutions–and focused specifically on the needs of regional and community bank trust departments and wealth management. Forward Institutional offers a full suite of turnkey investment solutions, including asset allocation products, investment consulting and recordkeeping services.
We give our clients access to top investment managers with a family of style-pure mutual funds that are the foundation for our six asset allocation portfolios. Our asset management solutions are flexible, cost effective, and allow banks to serve clients of all sizes by selecting investment products that fit their unique needs.
What sets us apart is our consultative approach. Our deep experience in working with bank trust departments has enabled us to design solutions that meet our clients’ needs. And our suite of investment products and services meet the changing needs of bank trust departments with comprehensive, cost-effective, customized asset management solutions.
With Forward Institutional, bank trust and wealth management can benefit from:
- Investment consulting and advisory services
- Fiduciary oversight
- Asset management and asset allocation
- Manager search, selection and monitoring
- Proposal generation and point of sale technology
- Recordkeeping services
- Product development
- Customized and co-branded marketing materials
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