Forum Financial Management, LP
Jamie Di Bari serves as a Client Services Associate at Forum Financial Management, LP since June 2023, contributing to the firm's mission of helping investors build, manage, and preserve wealth through comprehensive financial services. Additionally, Jamie has held the position of Investment Associate at BMO Harris Financial Advisors, Inc. since January 2016, where responsibilities include processing administrative details, managing compliance documentation, preparing new accounts, and ensuring data integrity and accuracy.
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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.
Employees
51-200