Portfolio Management

When It Comes to Managing Your Investments,

Choosing a Financial Advisor Can Be Tough

We make it easy.

Nearly every investment carries some degree of risk, and understanding risk is key.

As an investor, you might be asking:

  • How can I prepare for future volatility and feel confident that my investments will be consistent with my risk tolerance, time horizon and investment goals, regardless of the market ups and downs?
  • Is there an investment approach that allows investors to withstand risks, such as loss, swings in value or over-reaching for higher returns?

At Forman Investment Services, we pride ourselves in understanding the fact that each client is different - one person’s conservative may be another’s aggressive.  However, we also know that all our clients want participation in market rallies while avoiding drastic declines.  As such, our advisors have devised distinct portfolios that take advantage of each individual’s risk profile as well as their specific investment objective.

We also have a full-time Investment Manager on staff.  Chartered Financial Analyst and Investment Manager, David Abuaf, uses a risk management tool that allows him to stress test individual client portfolios given certain scenarios. If the outcome is not what FIS and the client want, we can make necessary adjustments and retest. We focus on success in all market conditions, along with long-term success. This means trying to beat your personal benchmarks when the market is down and trying to perform strongly when the market is up. 

Our advisors' powerful approach and investment strategy only deepens our client relationships and helps them stay focused and steady in a roller coaster market. With market fluctuations top-of-mind for many, investors need sound advice now more than ever.

 Let us help determine your goals and choose a plan to help you reach them.  Find out how we can apply our methods and strategies to help you achieve your financial objectives.