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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.

SERVICES

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.

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.

COMPREHENSIVE INVESTING

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.

WE ARE FORMIDABLE

Meet The Team

WE ARE FORMIDABLE

READY TO TALK?

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

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Formidable Asset Management financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact Formidable Asset Management at 513-655-5566 for information and availability.