FORESTER CAPITAL MANAGEMENT LTD

LIBERTYVILLE, Illinois·5 registered advisors·CRD# 109474

SEC# 801-566310224-544-5123

01

Firm Overview

AUM

$3M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at FORESTER CAPITAL MANAGEMENT LTD

5 registered advisors

Jason Stanley Mcrae

LIBERTYVILLE, Illinois

Michael Lisle Ditzler

LIBERTYVILLE, Illinois

Peter Phillip Ditzler

LIBERTYVILLE, Illinois

Rebecca Sue Scheuneman

LAKE FOREST, Illinois

Thomas Harland Forester

LIBERTYVILLE, Illinois

05

Office Locations

LIBERTYVILLE, Illinois

LAKE FOREST, Illinois

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Data sourced from SEC Form ADV filings. FORESTER CAPITAL MANAGEMENT LTD (CRD# 109474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.