A complete list of active advisors currently associated with J.M. Forbes & Co. Llp

Warmer can help you find a great advisor at J.M. Forbes & Co. Llp or one who fits your needs even better.

J.M. Forbes & Co. LLP advises individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and corporations, typically providing discretionary portfolio management. The firm manages roughly $1.67 billion for about 1,041 client accounts through a six‑advisor team. Portfolios are built around a core equity sleeve of approximately 40–50 names drawn from a broader watchlist of more than 100 companies and are paired with diversified fixed‑income allocations to match clients’ risk profiles and income needs. The firm describes a GARP‑style stock selection process that combines fundamental analysis, technical inputs, relatively low turnover (about 10–30% annually), dollar‑cost averaging for new funds, and use of third‑party research and reporting providers. Distinctive features include a long operating history (founded in 1838) and a practice that combines investment management with trustee, estate and tax‑related services and real‑estate management — activities that can consume up to roughly 40% of the firm’s time. The firm’s assets-per-advisor exceed $200 million, and it incorporates third‑party performance measurement (including Greenhill Performance Measurement) into client reporting, a reporting emphasis that is less common among peer teams.

To learn more about the advisors currently working at J.M. Forbes & Co. Llp, 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.