Forum Financial Management, LP
Robert Methven is a seasoned financial professional with extensive experience in wealth management and retirement services. Currently a Partner at Forum Financial Management, LP since July 2007, Robert focuses on portfolio management, retirement planning, estate planning, insurance analysis, and income tax planning. Prior positions include President of the Retirement Services Group at Genworth Financial and President of Brokerage Services at GE Capital. Robert also served as CFO for GE Asset Management Services and held senior management roles at PwC and Arthur Andersen. Additionally, Robert owned Nancy's Restaurant & Bar in Christchurch, New Zealand, early in the career. Robert obtained a degree from the University of Canterbury from 1980 to 1984.
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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