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The Forum Philosophy
At Forum Wealth Management, our goal is simple: to develop and implement personalized investment strategies, that are both successful, and flexible.  To accomplish this goal, we have centered our Investment Philosophy around three important terms; Customized, Holistic, and Dynamic. 

Customized 
We approach every client with the uniqueness demanded by their personal situation.  This may sound strange at first, as you might expect all investment firms to works this way.  However, unfortunately, many do not.  We pride ourselves in spending as much time as is needed to come to a proper, comprehensive, understanding of your needs, as well as developing the crucial foundation of trust.  We vow to never make hasty, or biased recommendations, and to always strive to place ourselves in your shoes, making a point to place your needs above all.

Holistic
A rubik's cube cannot be solved if you are only looking at one side of the cube; all sides must be analyzed, and even considered in light of the other sides.  Successful investing involves that same holistic approach.  In order to properly implement a particular Investment Plan, we must also have a deep understanding of your Retirement Income Plan, your Estate Plan, your Financial Plan, and even any College Plans.  These areas of your financial life must be considered together, and they need to be designed to work in harmony with each other.  At Forum Wealth Management, we make a point to understand each and every area of your financial world, and it is our goal to help you succeed in each area, by leveraging our holistic approach.

Dynamic
We strongly believe that "Buy and Hold" is a dead method of investing for the retiree in today's world.  Sure, it may still work for the 22 year old out of college, but not for the pre-retiree or retiree who is counting on their retirement assets to provided the income they need.  Today's investment world displays more volatility than it ever has, which poses a threat those needing to plan for retirement.  What if a market crash happens when you retire, or right before you retire?  These questions need to be asked, and more importantly, your advisor needs to have the answer.  At Forum Wealth Management, we design investment portfolios that are dynamic in nature.  This is completely different than the "Buy and Hold" mantra, as we seek to outperform by limiting losses through reducing risk in clients' portfolios when necessary, and increasing risk when opportunities arise.  Your portfolio needs to have the flexibility to change as the market changes, and your advisor needs to have the knowledge, and discipline to make that happen. 
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 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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