Forward View Consulting
Propelling your business forward


News from Forward View

January News

January was a very busy month for Forward View! We have launched a website for Concierge Wealth Advisors (a new personal financial planning business), developed an investment watchlist, created free tools for financial advisors and business managers, prepared a list of companies for formal equity research coverage and arranged for research distribution partnerships. Regarding the last two developments, we anticipate publishing initiation reports on our covered companies throughout February. Our research will be available through FactSet, Thomson Reuters and Zacks. You may also contact us to arrange a subscription to our future publications or to purchase specific reports and notes. We will fulfill all requests within 24 hours.

Looking ahead, we expect to complete additional website projects over the coming weeks, and we hope to begin at least one more. As always, we value our clients and business partners. Thank you for your continued support!

Nathan YatesComment