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.