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Forem Investments LLC

Updated today

Client AUM

$60,978,728

Clients

48

Advisors

2

of 2 employees

About

Forem Investments provides discretionary and non‑discretionary portfolio management and related advisory services to individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), as well as corporations, institutions and pension funds. The firm documents client objectives in individualized Investment Policy Statements and offers ongoing portfolio monitoring and additional negotiated advisory services.

The firm customizes asset allocations using third‑party macroeconomic research alongside internal due diligence, and invests across equities, fixed income, options and alternative instruments with the potential for exposure to emerging markets and foreign currencies. Forem employs technology tools — including AI and machine‑learning applications — as analytical support, and its investment professionals review and approve all AI‑generated outputs before recommendations are made.

Compared with many peers, Forem combines a relatively small advisory team and roughly $61 million in AUM with an outward‑facing international orientation reflected in its international private‑banking background, references to UBS International experience, and disclosures about foreign‑market and currency exposure. The brochure also highlights the firm’s flexibility to serve institutional and small‑business clients and its retention of human oversight over AI‑assisted analysis, which distinguish its operating approach from larger, purely domestic‑focused advisers.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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Fee options

Fixed

Flat fees for administrative or sub-advisory services, negotiated per client/project

Percentage

<$1,000,000 - $1,000,000: 1.50% $1,000,001 - $10,000,000: 1.25% $10,000,001 - $50,000,000: 1.00% >$50,000,001+: 0.50%

Project-based

$450.00 per hour

Performance-based

Up to 20% of gains per quarter for qualified clients, but currently no agreements in place

Other

Account minimum: $1,000,000

Main office

4000 Ponce De Leon Blvd, Suite 470

Coral Gables FL 33146

Advisors at this office

2

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Freddy M

CFP®, Series 63, Series 65

Coral Gables, FL

Forem Investments LLC

Freddy Martinez is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forem Investments LLC since 2013. His prior experience includes roles at UBS Financial Services, UBS International Inc., and Merrill. He is also a managing member of Forem Capital Partners LLC, a consulting firm focused on capital restructuring. Forem Investments provides portfolio management and advisory services to individuals, corporations, institutions, and pension funds, blending third-party macroeconomic research with internal due diligence. The firm utilizes AI and machine-learning tools as analytical support, maintaining human oversight on all AI-generated recommendations.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Michele D

Series 65

Coral Gables, FL

Forem Investments LLC

Michele Di Carlo is a financial advisor at Forem Investments LLC with a Series 65 designation and three years of industry experience. Prior to joining Forem Investments in 2021, Michele worked at the University of Miami and Instituto Cumbres de Caracas. Outside of advisory work, Michele is a partner at Azzurra Management LLC, a real estate development firm. Forem Investments LLC provides portfolio management and advisory services to individuals, high-net-worth clients, small businesses, and institutional accounts. The firm combines third-party macroeconomic research with its own due diligence to create customized portfolios, serving a significant international client base with a cross-border focus.

Active portfolio management Options & derivatives strategies Private / alternative investments
View complete list of advisors at this firm
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