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Rating:Forward Embraces Institutions with a New Hire Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, November 21, 2013

Forward Embraces Institutions with a New Hire

Reported by Tommy Fernandez

Another asset manager is embracing the institutional channel.

Forward has hired Brad Schluter to serve as vice president, institutional sales. He was previously senior vice president and director of marketing at Pacific Income Advisers, where he was responsible for business development and client management.

Before that, he was at the Burridge Group, where he served as director of marketing for the Burridge Group.

“We understand the importance of working successfully with a variety of investment professionals in different distribution channels. With the addition of Brad, Forward continues to focus on fostering strong, long-term relationships with our institutional clients,” stated Clay Smudsky, managing director, head of distribution. “We believe the most critical component of working with our clients is understanding their specific needs and being able to address them. Brad has an excellent track record of doing just that and we are excited to have him on board.”

Here is the press release:
Company Press Release

FORWARD ADDS INDUSTRY VETERAN TO ITS SALES TEAM

New sales VP to focus on firm’s institutional clients  

San Francisco, November 20, 2013 – Forward www.forwardinvesting.com (Forward Management, LLC) has announced the addition of a veteran sales professional who has a deep background and experience working with institutional clients. Brad Schluter has joined Forward as Vice President, Institutional Sales. He brings a long track record of growing business by establishing strong relationships with key institutional clients.

  “We understand the importance of working successfully with a variety of investment professionals in different distribution channels. With the addition of Brad, Forward continues to focus on fostering strong, long-term relationships with our institutional clients,” said Clay Smudsky, Managing Director, Head of Distribution at Forward. “We believe the most critical component of working with our clients is understanding their specific needs and being able to address them. Brad has an excellent track record of doing just that and we are excited to have him on board.”

  Mr. Schluter will focus on building relationships with institutional clients and consultants. He has more than 18 years of investment and consulting experience, most recently as senior vice president and director of marketing at Pacific Income Advisers, where he was responsible for business development and client management. In this role he worked to develop multiple sales channels, interacting with various groups of investors. Previously, Mr. Schluter served as director of marketing for the Burridge Group, working extensively with high net worth and institutional investors. He holds a B.S. in business from the University of Southern California.

  About Forward

The world has changed, leading investors to seek new strategies that better fit an evolving global climate. Forward’s investment solutions are built around the outcomes we believe investors need to be pursuing – non-correlated return, investment income, global exposure and diversification. With a propensity for unbounded thinking, we focus especially on developing innovative alternative strategies that may help investors build all-weather portfolios. An independent, privately held firm founded in 1998, Forward is the advisor to the Forward Funds. As of September 30, 2013, we manage more than $5.5 billion in a diverse product set offered to institutions, financial advisors and individual investors.

  Investing involves risk, including possible loss of principal. The value of any financial instruments or markets mentioned herein can fall as well as rise. Past performance does not guarantee future results.

  Brad Schluter and Clay Smudsky are registered representatives of ALPS Distributors, Inc.
 

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