FOREM INVESTMENTS LLC

Overview

Forem Investments LLC is a small, fee-based adviser focused on portfolio management for individuals and small businesses. The firm runs a conservative, fixed-income tilted approach, with the largest single allocation to investment-grade corporate bonds. Its business model emphasizes discretionary portfolio management, charging clients a percentage of assets under management. Forem does not position itself as an ESG-focused manager and is organized as an individual-owned limited liability company serving private clients and families. The investment emphasis is on capital preservation and income generation rather than high-turnover equity strategies. That posture is reflected in the firm’s asset mix and its use of separately managed account structures in fixed-income securities. Forem also allocates to alternatives in the form of private placements, which it uses selectively alongside its core bond sleeve.

Assets & Accounts

Investments & Alternatives

Location & Offices