Forza Investment Advisory, LLC

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(908) 344-9790Call Visit WebsiteVisit Website Map & DirectionsDirections123 Hamilton AveWestfield, NJ 07090

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Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Forza Investment Advisory, LLC

Investment Management
From 1992 to 1996 Bob was a Portfolio Manager as well as fixed income and equity research analyst. Bob first became a Portfolio Manager in 1992 at Foxhall Investment Management providing stock and bond research and helping to manage over $350 million in equity and balanced portfolios for high-net-worth individuals and small institutions. In 1995 after the firm was acquired by Prudential and merged with its own Gibraltar Advisors, Bob moved to work in NY City with the firm as a Portfolio Manager and head of Growth Equities. Gibraltar managed about $2 billion in assets including equities and fixed income.

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General Info: Forza Investment Advisory, LLC offers discretionary Investment Management services on a percent of asset-based fee arrangement.
Email: Email Business
Services/Products: Financial Planning, Retirement Planning, Â Investment Planning, Financial Advisory, Financial Consultancy
Associations: CFA Institute; Amer Assn of Individual Investor
Other Link: http://www.forzainvestment.com
Category: Financial Services

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Details

Phone: (908) 344-9790

Address: 123 Hamilton Ave, Westfield, NJ 07090

Website: http://www.forzainvestment.com

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Forza Investment Advisory, LLC

Investment Management
From 1992 to 1996 Bob was a Portfolio Manager as well as fixed income and equity research analyst. Bob first became a Portfolio Manager in 1992 at Foxhall Investment Management providing stock and bond research and helping to manage over $350 million in equity and balanced portfolios for high-net-worth individuals and small institutions. In 1995 after the firm was acquired by Prudential and merged with its own Gibraltar Advisors, Bob moved to work in NY City with the firm as a Portfolio Manager and head of Growth Equities. Gibraltar managed about $2 billion in assets including equities and fixed income.
Mutual Funds
A portfolio is essentially the sum of your different investments. These investments will primarily consist of stocks, fixed income securities, mutual funds, ETFs and cash equivalents. Building a winning portfolio is dependent on a number of factors but will be designed according to each client's needs and goals.
Bonds
Wealth Management
Our investment philosophy is to provide customized high-quality portfolios of diversified securities to meet our client's needs while achieving strong investment performance over our client's time horizon. We will work with clients to define their wealth management objectives and then design a customized portfolio strategy to help achieve them. Our basic portfolio goal is to provide long-term growth of capital in up markets and preservation of capital in unstable markets. For clients seeking income we supplement portfolios by income producing securities for cash flow. All portfolios are customized to the client.
Money Market Funds
The focus of our fixed income strategy is to provide clients with a steady income stream while preserving capital, balancing portfolios, and managing overall risk. As an investment, bonds are riskier but pay a higher interest rate than money market funds, demand deposits or checkable deposits. Bonds are safer than stocks historically have provided a lower return (at less risk), because they have no potential for growth. There are many risks to be considered when investing in bonds including interest rate risk, inflation risk, credit risk, duration risk and reinvestment risk to name a few. We are risk averse in nature but will look at all categories of fixed income investing including Government, Corporate, Asset-backed, Federal Agency, High Yield, Municipal Bonds and International Bonds.

Accounting Services

Retirement Planning
Are you a fiduciary for your firm's 401K, Profit Sharing or Pension Plan? Is your account getting too large to handle or are you getting bogged down by the responsibilities of being a fiduciary? Are you aware of your fiduciary duties? You can relieve yourself of this burden and fulfill your fiduciary duty of Investment Manager by letting Forza handle the role for you. As a Registered Investment Advisor, Forza has a fiduciary responsibility to every client. We offer a cost effective alternative to plan sponsors with investment advisory services to each participant. We will invest your plan and/or individually advise your plan participants on setting up their diversified investment portfolio. We will meet with every participant and develop an Investment Policy Statement and investment approach tailored to meet their individual goals.
Asset Management
Probably the most important step in building a portfolio is dividing assets among different types of investments -- asset allocation. Because these asset classes perform differently depending on macro conditions, a diversified allocation can keep a portfolio healthy in a wide range of economic situations.

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