San Francisco, Nov. 20, 2013 (GLOBE NEWSWIRE) -- Forward (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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