A complete list of active advisors currently associated with Forum Wealth Group
Warmer can help you find a great advisor at Forum Wealth Group or one who fits your needs even better.
Forum Wealth Group, LLC is a newly formed, single‑advisor independent registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and corporate/business clients. Its services include creating written investment policy statements, ongoing portfolio monitoring, and financial planning that can incorporate mutual funds, ETFs, fixed income, real estate funds, private placements and insurance‑based products. The firm characterizes its investment approach as a combination of fundamental analysis, modern portfolio theory and quantitative methods, and it may employ long‑ and short‑term trading, margin, and options strategies where appropriate. Clients’ goals and risk tolerances are documented in an IPS, FWG typically seeks discretionary trading authority, and portfolio activity is reviewed periodically with custodial reports provided to clients. Noteworthy aspects disclosed in the brochure include an affiliated insurance activity: the firm’s representative is a licensed insurance agent who may receive commissions for insurance and annuity sales, a conflict the firm states it discloses and documents for clients. The firm also expressly provides portfolio management for corporate or institutional‑type clients—an offering that is less common among small independent advisers—and reported no assets under management at the time of its filing.
To learn more about the advisors currently working at Forum Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lipan, TX
| 10
|
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