Strong Market Position Forum Financial Management is recognized as one of Barron's 2023 Top 100 RIA Firms, highlighting its reputable standing in the financial advisory industry and indicating potential for upselling premium investment solutions or management services.

Diverse Investment Strategy With an evidence-based, diversified investment approach supported by decades of research, Forum appeals to investors seeking stability and scientifically-backed portfolios, presenting opportunities to offer advanced financial planning tools or risk management services.

Growing Asset Holdings Recent significant investments in assets like Takeda Pharmaceutical, Kellanova, and Nordson suggest ongoing asset expansion, indicating a client base that could benefit from tailored alternative investments, alternative asset classes, or specialized wealth management products.

Expanding Digital Presence The launch of a new website in 2022 and the use of multiple tech platforms highlight a commitment to digital engagement, opening avenues for offering digital financial tools, client portal enhancements, or technology-driven advisory services.

Revenue and Growth Potential With revenues estimated between $50 million and $100 million and a sizable team of up to 200 employees, Forum demonstrates substantial growth capacity, making it an attractive target for scalable financial solutions, practice management services, or enterprise-level software integration.