Forum Financial Management, LP
Steve Minturn, CFA, is a seasoned financial professional currently serving as a Financial Advisor at Forum Financial Management, LP since November 2021, where focus is on wealth building, management, and preservation. Prior experience includes roles as a Quantitative Portfolio Consultant and Quantitative Equity Analyst at BMO Global Asset Management, where Steve implemented quantamental investment approaches and conducted extensive research on stock-selection factors for various equity strategies. Earlier work at Deloitte Consulting encompassed advanced analytics and healthcare actuarial consulting. Steve holds an MBA in Finance and Economics from The University of Chicago Booth School of Business and a BBA in Actuarial Science and Finance from the University of Wisconsin-Madison.
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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