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Baoky Nguyen Vu is an Investment Advisor Representative with Forthright Partners LLC, a registered investment advisor firm based in Atlanta, Georgia. Baoky has been in the industry since January 2012, working at Silverberry Capital before joining Forthright. Baoky provides investment advisory services to a range of clients, including individuals, businesses, trusts, and charitable organizations. Forthright Partners LLC's services include portfolio management and financial planning. The firm has a strong track record in providing advisory services to clients with a focus on healthcare. Baoky is committed to providing her clients with personalized investment advice and financial guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
04/20/2022 - Present
Forthright Partners LLC (ATLANTA GA)
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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