Institutional Services

These programs are available to Investment Professionals with active agreements with Forward Management. For information about all of our services or our agreements, please contact us.

Broker Solutions

Forward provides attractive compensation options through our A and C Class shares of the Forward Allocation Funds. These Funds provide a wrap program look-alike, but with a single CUSIP for your clients’ convenience.

  • Low minimums and reduced ticket charges
  • Tax efficient investing
  • Automatic rebalancing
  • Actively managed models
  • No advisory contract
  • Additional fiduciary oversight
  • Series 65 may not be required