Forsythe Wealth Management is not your typical financial advisor.

Forsythe Wealth Management was founded to bring 30+ years of institutional investment expertise to bear on the financial needs of individuals, families, and charities.  We seek to deliver financial advice to clients in a highly personalized, transparent, low cost manner.  FWM is committed to conducting the ongoing research we firmly believe is required to deliver solid results in competitive and constantly changing investment markets.

Forsythe Wealth Management’s mantra – Research, Relationships, Results.

Our Principals

Greg Forsythe

Chairman and Chief Investment Officer

Greg Forsythe, CFA, has more than 30 years of experience working with both institutional and individual investors.

Greg started his investment career at Zacks Investment Research in 1986.  In 1990, Greg co-founded Chicago Investment Analytics, a pioneer in providing quantitative stock selection models to institutional investors.  After Charles Schwab acquired “CIA” in 2000, Greg served as Director of Global Equity Research for 13 years, helping to propel Schwab’s transition into a full-service financial advisory firm.  In 2014, Greg co-founded Revelation Investment Research, a provider of quantitative risk models to institutional investors, and he continues to serve as its President.

​Greg regularly speaks at investment conferences and has been featured in media sources such as CNBC and Barron’s.  Greg co-founded the Chicago Quantitative Alliance in 1993, a global association of quantitative investment professionals, and continues to serve on its Board of Directors.  A long-time member of the Journal of Behavioral Finance’s Editorial Board, Greg has an MBA in Finance from the University of Chicago and a Bachelor of Science in Industrial Engineering from Purdue University.

Ryan Forsythe

Vice President and Senior Portfolio Manager

Ryan Forsythe has spent his career researching and building quantitative analysis and portfolio management tools for institutional investors.

Ryan launched his financial career at Standard & Poor’s Capital IQ division in 2010, serving as a Quantitative Equity Analyst.  In 2014, Ryan co-founded Revelation Investment Research (RIR) and continues to serve as the firm’s Director of Research and Technology.  Ryan drives ongoing research in stock selection signals and risk modeling techniques.  He also supports RIR’s clients in their use of quantitative investment tools to make equity portfolio management decisions.

​Ryan earned his Bachelor of Science degree in Industrial Engineering from Purdue University in 2008 and his Master of Business Administration degree with a concentration in Behavioral Finance from DePaul University in 2010.

Our Core Values

Listen and Communicate

We spend time getting to know you, and are happy to include family members, your attorney or CPA, etc. in any meetings.   We’re accessible at any time by phone, text, or email to respond to questions or concerns.  FWM provides quarterly portfolio review reports, and we meet with you annually to monitor progress and discuss any changes in your personal situation or goals.

Align Interests

FWM is independent, not beholden to the direction of a distant corporate parent.  As a Registered Investment Advisor (not a broker), FWM operates with the fiduciary responsibility to always act in your best interest.  We believe in having “skin-in-the-game”, so we invest our money in the same strategies we use for clients.

Honesty and Integrity

Successful financial advisory relationships are built on trust.  We treat you with respect, maintain confidentiality, aim to be objective, and hold ourselves accountable for our advice.

Keep Costs Down

FWM’s advisory fees are below industry averages, and we never charge product sale commissions.  Your portfolio is invested in individual securities where possible, which limits additional fees paid to outside fund managers and provides greater control over investment taxes.