Forum Financial Management, LP has been named to the 2018 Financial Times 300 Top Registered Investment Advisers. Forum was selected as one of 21 firms in the state of Illinois to appear in the fifth edition of the Financial Times (FT) survey. With headquarters in Lombard, Forum has 22 offices around the country including offices in New York, Texas, Virginia and Wisconsin.
The FT describes its list in this way: “We present the FT 300 as an elite group, not a competitive ranking of one to 300.”
On Forum being named to the FT 300, Jonathan Rogers, Forum’s co-Managing Partner, commented: “I’m proud of what we have built at Forum. We have committed to empowering our existing clients and the next generation of investors with must-have technology while still maintaining a personal touch.”
The FT 300 evaluates firms based on six factors including AUM, asset growth and industry certifications. Forum has $3.28 billion in collective assets under management (as of March 2018). Forum advisors and key associates collectively hold 77 industry certifications (as of April 2018). This year, the FT invited more than 2,000 companies to participate and received more than 750 applications from Registered Investment Advisors across the country.
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Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.