David McClellan
Financial Advisor at Forum Financial Management Lp
David McClellan's Professional Contact Details
Email (Verified)
****@forumfin.com
HQ
(630) 873-8520
Location
Austin, Texas, US
Company
Forum Financial Management Lp
Person Seniority
entry
Person Functions
finance
David McClellan's Current Company Details
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term "evidence-based investing" best ...
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term "evidence-based investing" best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That's what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Founded Year
2002
Organization Website
forumfin.com
Organization Languages
English
Organization Revenue
2000
Current Technologies
outlook
godaddy hosting
kaltura
ruby on rails
google analytics
google maps
new relic
vimeo
mobile friendly
finance
David McClellan's Work History and Education
Forum Financial Management, LP
Financial Advisor
2015 - Present
1871
DZee Solutions
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