Why type of investor do we work with?

What type of investor are you?
The professionals at Forman Investment Services work with clients who fit into one of these profiles - and SPOILER ALERT - it's the Long Term Investor.

But take a look at the infographic and see where you fit in. If you're ready to be "The Scout" and a Long Term Investor, be sure to learn more about our management philosophy.

Volatility Presents Opportunity
For long-term stock investors, periods of volatility present a good time to perform a portfolio check-up with your financial advisor. When markets decline, consider making strategic adjustments and take this time as an opportunity to plan for tax implications - if realized gains have been taken this year, look at positions with losses to determine if they should be realized. 

Looking for a second opinion? Talk to the professionals at Forman Investment Services.

What type of investor are you? (Click to enlarge)

Looking for a second opinion? Talk to the professionals at Forman Investment Services.