Forethought Investment Management Inc (Batesvile)
Forethought Investment Management Inc is a large advisory firm based in Batesvile. It manages $3.9 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.
Forethought Investment Management provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Forethought Investment Management: assets under management
The assets under management (AUM) of Forethought Investment Management Inc is $3.9 billion. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Forethought Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Forethought Investment Management Inc
Guy Mac Cooper has been acting as President since 1 Aug 1995. Mary Louise Cavanaugh joined the executive team most recently as the Executive Vice President.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Batesvile
The principal office where Forethought Investment Management Inc performs its advisory services is located at One Forethought Center, Batesvile, IN 47006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 812-933-6843 or by fax 812-933-6348. The normal business hours are 7:30 am - 5:00 pm on Monday - Friday.
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