SEARCH
www Foresters Equity

What We Do.

Our philosophy not only urges clients to invest for the long term, but also to keep those long-term goals in focus when faced with short-term events that create market volatility. Domestic and international financial markets react quickly to news of major international events. Our investment professionals are there to help our clients through those uncertain times.

 

Here at Foresters Equity Services, our Registered Representatives assist our clients in reaching their financial objectives by:

• Analyzing and evaluating each client's investment goals
• Assessing each client's tolerance for risk
• Providing appropriate investment opportunities to assist clients in meeting their investment goals

We have confidence in the U.S. and international markets over the long term and advise investors to proceed with discipline and purpose. FESCO’s belief is that diversification and consistency will reduce risks and allow our clients’ to take advantage of market opportunities. Our qualified Registered Representatives provide you with an investment strategy that best fits your individual needs.

FESCO is dedicated to assisting individuals plan for their future financial needs by providing an array of products and services including:

• Mutual funds (MF)
• Variable Annuities* (VA)
• Variable Universal Life insurance* (VUL)
• Retirement Plans
• Consolidated Financial Statements
• Information and analysis of the investment marketplace

*VA and VUL products are offered through Sylvan, an insurance subsidiary of FESCO.

If you are interested in developing an investment strategy, we encourage you to contact one of our registered representatives to discuss your questions, concerns, and obtain expert assistance. You can use this web site to find a local registered representative near you or call FESCO at 858-550-4844.

Contact a FESCO Registered Representative

 

Investor Bill Of Rights

Clarity and transparency are the cornerstones of trust between investors and their registered representatives. Foresters Equity Services, Inc.(FESCO) is committed to clarity and transparency through full and unambiguous disclosure, as well as enhanced understanding of the securities markets.

We believe that the needs of the investor should always come first. As an investor, you have important rights, including the right to high quality products and services from the securities firm you choose.

As an investor, you have the right to the highest quality Service. This includes:

• To be treated in a fair, ethical, and respectful manner in all interactions with FESCO and its employees and affiliates.
• To receive competent and courteous service at a fair price.
• To select your own representative or request a different one if you are not satisfied.
• To move your account to another representative or a new investment firm whenever you wish in a simple, efficient manner.
• To clear, accurate, easy-to-understand descriptions of all your transactions, statements, and other communications from your investment firm.
• To be informed clearly about all the costs associated with your account and the costs related to individual transactions, including commissions, sales charges (or loads), and other fees.
• To accurate and timely regular statements of your accounts, including detailed transactional information.
• To be provided with clear descriptions of our firm’s policies and practices for protecting the privacy of non-public, personal information.

At the same time, investors retain certain responsibilities unto themselves. These responsibilities include the need to plan carefully to meet their investment goals and to stay informed about the risks and rewards of their investments. It is, in the end, your life, your money and your future.

return to top