In the News

What makes us Formidable?

Focused – Our singular focus is the success of our clients. Each client is served by a dedicated portfolio manager and client service associate. However, this is just the tip of the spear. Supporting your dedicated team are our investment committee, research function, operations staff, client education resources, and expert network.

Active – Some investors are satisfied with market returns offered by index funds. We are not. Moreover, proper risk management, which is one of our core tenets, is impossible without an active investment approach.

Multidisciplinary – We go beyond just constructing an investment portfolio and help you develop a comprehensive financial plan. Trust and estate issues, tax strategy, insurance planning, and business transactions are among the considerations we help clients address.


Whatever your goals may be, our team is here to help you reach them.

Asset Management

Our approach to asset management is active and adaptable. We employ a disciplined process and build client portfolios based on our own rigorous process, not Wall Street research or cookie cutter models.

Financial Planning

With over 100 years of collective experience, our team has successfully navigated multiple market cycles. Our combination of time-tested discipline with evolving tools helps increase our clients’ odds of achieving their goals.

Formidable Fund

Our hedge fund employs a multi-strategy approach that seeks strong absolute returns. Experienced portfolio managers execute an investment process that identifies attractive investment themes, exploits market inefficiencies, and seeks to deliver returns uncorrelated to those of broad equity and fixed income markets.


Achieving Your Financial Goals At Every Life Stage

At Formidable, we provide investment and financial growth strategies that are as unique as you are. From young professionals starting to invest to senior retirement planning, from adventurous couples to seasoned parents — whatever the stage, we’ll work with you on all of your financial goals. After all, your income, priorities, and spending habits will all change depending on what life stage you’re in.

Formidable believes that tailored portfolio construction is a cornerstone of investment success and that serving the client first is protected by our independent platform.


Meet The Team



Let us know how we can help and a member of our team will help get you started.

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