We act as your personal CFO;
We focus on you so you can focus on your business.
Having built and sold successful businesses ourselves, we know that competing in business frequently requires your full attention. How often do you leave things un-done within your personal finances because your business demands all of your immediate attention?
If you are like many of our clients, Forum can take on many of the daily and monthly tasks that would otherwise not get done, like monitoring and rebalancing the fund allocation across all your accounts or raising cash to cover a check you plan to write.
We have helped other business owners like you by:
Knowing if you have the proper investments to reach your financial goals can give you peace of mind. Get a second opinion from Forum with a complimentary portfolio analysis.
Deciding who to work with to help you invest doesn't happen overnight. Sign up for our newsletter to find out if Forum is for you.