What does Forum Financial Management, LP do?

Forum Financial Management, LP is an independent, SEC-registered investment adviser based in Lombard, Illinois. Founded in May 2002, the firm manages approximately $9 billion in assets with a team of around 140 professionals. It operates as a 100% advisor-owned partnership across 34 offices nationwide, focusing on evidence-based investment strategies and client-centric wealth management. The firm offers a range of fee-based services, including portfolio management, financial planning, and qualified plan services. Forum emphasizes broad diversification, low-cost mutual funds and ETFs, and disciplined rebalancing. Its investment approach is grounded in academic research, aiming for balanced risk-return profiles that align with clients' long-term financial goals. Forum serves a diverse clientele, including affluent individuals, families, business owners, and charitable organizations, with a mission to empower clients in achieving their financial aspirations.