Forum Financial Management, LP
David McClellan is an experienced financial professional and partner at Forum Financial Management, LP, where responsibilities include wealth management and business development for financial advisors. As VP and Head of Wealth Management Solutions at Aivante, David leads strategy and sales efforts utilizing advanced machine learning technology for healthcare spending projections. Additional roles include mentoring early-stage startups at 1871, co-founding Urban Prairie Waldorf School, and advising non-profits such as Swim Across America and the Alliance for the Great Lakes. David's previous experience encompasses director positions at Albridge and iNautix USA, along with impactful roles in technology-driven investment solutions. David holds an MBA from The University of Chicago Booth School of Business and a B.A. with Honors from The University of Texas at Austin.
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Forum Financial Management, LP
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 “evidence-based investing” 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. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
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