Forum Financial Management, LP
Nirav Batavia is a seasoned finance professional with extensive experience in investment management and technology services. Currently serving as Co-Managing Partner and Partner at Forum Financial Management, LP, Nirav oversees more than $3.8 billion in assets. In addition, Nirav is the CEO of Owl Technologies, LLC, which enhances the client experience for Registered Investment Advisors through innovative technology solutions. Previous roles include VP of Interactive Marketing at NutshellMail.com, where comprehensive marketing strategies were developed, and Social Media Specialist at Constant Contact, focused on enhancing company social media presence. Earlier career experience includes managing the Hayman Municipal Opportunity Fund and trading municipal bonds at Citigroup. Nirav holds an MBA from The University of Chicago Booth School of Business and a BS/BSE in Economics and Engineering from The Wharton School.
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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
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