My father Jim and I started our practice in 1999 in Columbus, IN with a focus on Investment Management. We partnered with Raymond James Financial Services on day one. They have a small regional feel, allow us to work with clients how we see fit, and meet our desire to remain independent. For our first 3 months, we didn't take an income and worked diligently transferring clients into the practice.
The market experienced its first bear market the following year. While many advisors left the industry, we endured, grew, and gained unbelievable perspective. In 2008 the market experienced its second bear market and we endured. In 2012 we made the decision to focus more on financial planning and building a practice that was there to work with clients for their lifetime and not just our career.
The market experienced its first bear market the following year. While many advisors left the industry, we endured, grew, and gained unbelievable perspective. In 2008 the market experienced its second bear market and we endured. In 2012 we made the decision to focus more on financial planning and building a practice that was there to work with clients for their lifetime and not just our career.
Services
Forman Investment Services offers a variety of services to help you and your family meet financial goals. Contact us today to meet with an advisor. Making sure the money you worked hard to accumulate goes where you want as tax efficiently as possible. Assessing your current financial circumstances, goals, and ability to meet goals, and then developing an agreed upon strategy with actionable steps to help you to succeed or modify your goals.
Our broad reach and seasoned practice have resources and insight to provide an extensive range of sophisticated investments and services for clients globally. We are an independent practice making us free from the pressure of promoting proprietary products. Securities offered through Raymond James Financial Services, Inc.
Raymond James has delivered 127 consecutive quarters of profitability. We credit much of this performance to the firm's client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing.
Continuing its tradition of giving back, Raymond James and its associates donated $42 million to charitable organizations in 2019, including $6.2 million to the United Way and its partner agencies.Raymond James was the first in the nation to publish its Client Bill of Rights, setting the standard for the industry.
Continuing its tradition of giving back, Raymond James and its associates donated $42 million to charitable organizations in 2019, including $6.2 million to the United Way and its partner agencies.Raymond James was the first in the nation to publish its Client Bill of Rights, setting the standard for the industry.
Forman Investment Services is seeking an engaging, dedicated professional to assist the financial advisors in our office and provide a high level of service to our clients. Duties would include client communications, appointment scheduling, organizing financial reports, and front office duties, including welcoming new and current clients by phone and in-person.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Forman Investment Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
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