At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor  -- we are there for our clients through every season. 

Forum Financial Management, LP

The Chicago office specializes in financial advisory services, client relations, and marketing initiatives for wealth management.

Chicago

The Richmond office specializes in financial services, providing expert advice and partnership to clients in the region.

Richmond

The Albany office focuses on legal partnerships and client advisory, leveraging the region's economic and regulatory landscape.

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Other offices

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