Getting Acquainted

When you choose Forum one, our attention shifts to you immediately. We match you with one of our experienced professional advisers tasked with understanding your investment needs and aspirations. We ask specific questions to help you articulate your goals and carefully review your current financial situation, including liabilities, assets, existing portfolios, and future financial outlook. Your adviser will collaborate closely with you to craft a personalized investment plan tailored to your unique circumstances.

Managing Risk

Your adviser will ensure that the proposed portfolio accurately reflects your personal and financial goals. They will dedicate as much time as needed to assess your risk tolerance, as this significantly influences the portfolio's performance over the desired time horizon.

In most cases, compromises are necessary here because, naturally, all investors desire exceptional returns with minimal risk. While we aspire to provide such outcomes, it would be misleading to suggest that they are always achievable.

Once your adviser is confident in their understanding of your requirements, they will provide you with a comprehensive written summary of their findings. Additionally, they will present a plan tailored to address areas requiring attention.