Foresters Equity Services Inc (“Foresters Equity”) is a broker-dealer and registered investment advisor specializing in financial solutions for our customers.
For our clients, Foresters Equity offers mutual funds and variable investment products as well as financial planning and managed account opportunities. The primary objective of Foresters Equity is to provide products and services best suited to assist our customers’ efforts to attain their investment objectives and to help them address their short and long-term financial needs.
For our representatives and advisor representatives, Foresters Equity is committed to providing an insurance-friendly platform that is attainable and affordable for investment professionals of varying backgrounds and experience.
Foresters Equity Services, Inc., is a wholly-owned subsidiary of Foresters, a Canadian-based, International Fraternal Benefit Society that invests in its members, their families and the communities where they live. To provide the additional benefit of investing in market-based products, Foresters created a small San Diego-based broker-dealer in 1986. Thus, Foresters Equity began its operations with a mission similar to Foresters: a deeply-ingrained interest in enriching the lives of our clients, representatives and advisors by offering them access to carefully selected mutual funds and other variable products.
Since opening almost 30 years ago, Foresters Equity has grown to serve more than 23,000 clients through a nationwide network of 400 advisors and representatives. In addition to mutual funds, we work with variable annuities, variable universal life products and managed money portfolios. Today, Foresters Equity services more than $1 Billion in assets.