Cohoes, NY Office
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Forum Financial Management, Lp
Multi-team
Firm-wide stats for Forum Financial Management, Lp
About
Forum Financial Management, LP provides investment advisory and related services to individuals (including high-net-worth clients), retirement plan sponsors, charitable organizations, and other institutional and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan advisory services, and sub-advisory/back-office services marketed through its Forum Advisor Alliance division to independent advisors and RIAs.
The firm constructs model asset-allocation portfolios grounded in Modern Portfolio Theory and primarily implements those models using institutional mutual funds and ETFs (notably DFA funds), supplemented by individual treasuries, municipal bonds, or individual bond strategies when appropriate. Forum also engages Outside Managers for separately managed accounts and, for qualified clients, may recommend private Exchange Funds, and it provides advisory access to held-away accounts via third-party connectors such as Plaid, Yodlee and Pontera.
Notable among its enterprise peers, Forum emphasizes wholesale relationships: it operates as a turn-key asset-management platform/sub-advisor and provides back-office, trading and reporting services to other RIAs, and its personnel include licensed attorneys and accountants whose separate practices the firm may recommend. The brochure also discloses a compensation arrangement with Spokas & Associates CPAs for tax services and a willingness to incorporate outside private investment vehicles, features that extend its service mix beyond standard retail and plan asset management.
Based on Forum Financial Management, Lp
Expertise
Based on Forum Financial Management, Lp
Location
132 Mohawk Street
Cohoes NY 12047
Advisors at this office
3
Advisors at this office
Amanda D
Series 65
Cohoes, NY
Forum Financial Management, Lp
Amanda D'aprile is a Series 65-registered financial advisor with Forum Financial Management, LP, where she has worked for six years. She has prior experience at KPMG and has held accounting roles at Stark & D'Aprile CPAs PC and Stark & Basila CPAs PC. In addition to her advisory work, she serves as Vice President and Certified Public Accountant at Stark & D'Aprile CPAs PC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, employing a Modern Portfolio Theory approach with model portfolios primarily composed of DFA institutional mutual funds and ETFs.
Marie S
Series 66
Cohoes, NY
Forum Financial Management, Lp
Marie Stark is a financial advisor at Forum Financial Management, LP with 26 years of industry experience. She holds a Series 66 designation and has a background that includes roles at Forum Financial Management since 2016 and Purshe Kaplan Sterling Investments from 2016 to 2020. Outside of advising, Stark serves as President and Certified Public Accountant of Stark & D'Aprile CPAs PC, providing accounting and tax services. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turn-key asset-management platform and back-office services.
Sage D
Series 65
Cohoes, NY
Forum Financial Management, Lp
Sage D'aprile is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has prior experience at Stark & D'Aprile CPAs PC, where he worked in accounting and tax services. D'aprile also served in the United States Marines and remains on inactive reserve status. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.
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