Jonathan Rogers Email

Co-Managing Partner . Forum Financial Management

Current Roles

Employees:
106
Revenue:
$26.7M
About
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term â??evidence-based investingâ?? best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. Thatâ??s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Forum Financial Management Address
1900 S. Highland Ave.
Lombard, IL
United States
Forum Financial Management Email
Forum Financial Management Phone Numbers
630-873-8515

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