Forum Financial Management, LP
Mac Davis has a diverse work experience spanning multiple industries. Mac began their career as a Sales Assistant at The Patching People in April 2010. In January 2011, they joined Black Rock Milling & Paving Company as a Sales Associate, where they focused on generating leads in the real estate industry and managed projects. Mac then transitioned to Forum Financial Management, LP in January 2015 as an Advisory Services Associate, working with a dedicated team to provide wealth management services to clients. Mac later took on the role of Operations Manager in September 2017 and eventually became the COO in January 2019. In their advisory roles, Mac gained experience in portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning.
Mac Davis earned a Bachelor of Science degree in Financial Management from Indiana University Bloomington, where they studied from 2006 to 2010. Mac furthered their education by pursuing a Master of Business Administration (M.B.A.) in Finance and Financial Management Services at DePaul University, completing their studies from 2012 to 2015. In addition to their formal education, Mac Davis also obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board in April 2022.
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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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