Forest Advisers Inc. is a boutique advisory firm dedicated to helping pensions, endowments, and foundations make confident, well-informed investment decisions.
Founded by Jim Kelly, a veteran of over 30 years in institutional consulting and capital markets, the firm combines institutional-grade insight with the agility and focus of a specialized advisory practice.
Jim’s leadership is built on three pillars — Integrity, Responsiveness, and Results. Through a philosophy rooted in connection, Forest Advisers leverages deep industry networks to deliver trusted introductions, actionable intelligence, and forward-looking perspective.
Through a philosophy rooted in connection, Forest Advisers leverages deep industry networks to deliver trusted introductions, actionable intelligence, and forward-looking perspective.
We don’t just advise — we connect.
Our clients gain access to a powerful ecosystem of fiduciaries, asset managers, and market thinkers who share a common goal: building sustainable, high-performing portfolios aligned with purpose and governance.
Forest Advisers: Clarity, Connection, and Confidence in every decision.
