Exciting News!

Salient Partners is acquiring Forward. Together, we’ll be a leading liquid alternative asset management firm with more than $27 billion in assets under management and 250 people across the country. We look forward to continuing to provide you with innovative investments to help your clients reach their financial goals.

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News & Events

Jim Welsh’s April Macro Strategy Review and 1Q 2015 Macro Market Update webcast are now available.

Forward Funds 2014 Tax Information for funds not on extension now available on our Tax Information page.

Check out our latest webcasts: Income Solutions Using Multi-Asset Strategies with Nathan Rowader and Nic Millikan. Long/Short Muni Investing with PIMCO’s muni bond expert and Forward Credit Analysis Long/Short Fund PM, Joe Deane.

From the Blog

Client Portfolio Manager Nicholas Millikan discusses signs of weakness in the U.S. economy as well as the state of the global market overall in his latest Weekly Market Review.

In his latest post, Will Oil Prices Rise as Expected?, portfolio manager and macro strategist Jim Welsh discusses the factors that can affect the future price of oil.

Director of Investments & Senior Market Strategist Nathan Rowader explains what information can be gleaned from moving averages, and how to implement this knowledge in an investment process in his three-part blog series (Part 1, Part 2, Part 3).

Featured Video


Portfolio Manager Jim Welsh discusses the Dynamic Income fund’s construction and investment rationale.

Video  |  Transcript (PDF)