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Client Focus

Unbiased Advice


Extensive Experience

Forthright Partners LLC was founded in September 2020 by Beverly Kelly and Hong-Tsun Simon.  After a long and successful career at a big financial institution, both yearned to return to an independent boutique environment where client service does not take a back seat to satisfying bureaucratic corporate objectives.  We report to our clients instead of corporate management and focus on what's important: providing pro-active client service and conducting independent investment research.

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