Our Mission... Strengthening our clients' financial lives
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WELCOME  
                              
Welcome to the website of Forza Investment Advisory, LLC, an independent, fee-only Registered Investment Advisor (RIA) based in Westfield, NJ.  Our mission is to strengthen our clients' financial lives.  Our investment philosophy is to provide you with customized financial solutions to meet your needs. We manage money for our clients in-house using an investment approach developed from 20 years experience as an institutional and private client portfolio manager.  We form a partnership with you and pledge to earn your trust through superior service and adherence to our fiduciary duties.

Forza is an independent RIA without conflicting ties to a brokerage platform of products; so we can choose investments for our clients from all available investment choices. We specialize in creating innovative and personalized solutions for each client. We manage your money in-house, so you deal directly with an experienced investment manager, not an intermediary.  As an RIA, we are required by law to place the interests of our clients before our own and fulfill critical fiduciary duties of trust, integrity, and confidence.   (see our RESOURCES section for a discussion on Fiduciary Standard versus the lesser Suitability Standard and a summary of the differences between an RIA and a Broker.)

- Bob Centrella, CFA and Managing Partner                                NOTE: See our Free Offers below

                                                                                                                                                                                                                                                                                         

Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and portfolio management services to private clients and select institutions with investable assets greater than $500,000.  We deliver customized investment and financial advice consistent with your goals in the overall context of your life or your institution's objectives. We provide our services to individuals, families, small businesses and other institutions.

Our services include:

- Investment Strategy and Implementation
- Investment Advisory (including for ERISA Plans)
- Separately Managed Accounts (SMA's) for ERISA Plans
- Rollover 401K into IRA Specialist
- Asset Allocation
- Portfolio Management
- Retirement Planning
- Savings Plans
- Education Funding
- Other Investment Planning

We provide investment management and financial advisory services for many types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans...

We also offer a Free Financial Consult to allow you to get to know us better. Call us at 908-344-9790 to talk to a financial advisor or to setup an appointment.

                                                                                                                                                                                   

The Forza Difference

Forza differentiates itself through its value-added business model. We bring institutional-quality money management to all our clients.  We ask you to consider trading in your mutual funds for our customized institutional-class portfolio management.  Here's what we bring to the table:
 
    ·   Investment Experience - Experience is crucial in today’s volatile financial environment. Our  
           investment professional spent the past 25 years in the financial services industry including the
           last 20 years managing billions of dollars as a mutual fund manager and as both an
           Institutional and private client investment manager. This experience as a professional money
           manager is what differentiates Forza from most advisors.

·        Ethics & Compliance - Forza follows a strict code of ethics and our investment manager is a Chartered Financial Analyst (CFA) who pledges the CFA code of ethics as well.  The firm has a clean compliance record and as an RIA we take the fiduciary pledge to act as fiduciary for all of our clients.  Forza is registered in the State of New Jersey as an RIA.

·        Flexible and Customizable Investment Strategy – We customize an asset allocation across various asset classes for each client based on our disciplined investment process. At the core of each asset allocation is a diversified equity portfolio comprised of individual securities as constructed by our investment manager through our disciplined process.

·     Superior Customer Service – Great service is one of our founding core principles. We know that clients want access to their advisor and we will be sure to be available and to communicate regularly as we form a partnership with a goal of making your life easier. At Forza, your advisor IS the money manager and you get direct access to your investment manager, not an intermediary.

·       Transparency and Competitive Fee Structure – Our fee is based on assets under management, so our incentives are aligned with our client's best interest. Our fees are well below the average Mutual Fund fee.  We do not take custody of client assets, so assets are always safe and secure at a 3rd party custodian. Our clients always have immediate access to information on holdings, transactions and asset allocation.




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**CURRENT FREE OFFERS**:

1. FREE WEEKLY EMAIL NEWSBRIEF - Receive our Free weekly "Market Update" email briefing. Each Monday morning you will receive a short and clear review of the past weeks' financial market performance and economic news. The email is free and there is no obligation. Click here to see archived copies of our weekly newsbrief email. Click here to sign-up to receive our weekly email newsbrief.

2. FREE "SECOND OPINION" PORTFOLIO REVIEW - Forza is pleased to offer an Independent Second Opinion Portfolio Review of your existing investment portfolio. We will meet with you to review your goals and objectives, analyze your current portfolio and discuss our opinion on your current allocation of investments. The review is free and there is no obligation beyond the initial meeting. Click here or on the box to the right of the top of the page to contact us to setup an appointment.

3. FREE RETIREMENT PLANNING GUIDE - The Retirement Planning Guide is a brochure designed to provide you with insights and information on planning properly for your retirement. Full of useful information it is a must read to get you on the right path to saving and investing for your future. Click here to provide us with your email address and we will email you the booklet for no obligation on your part.