J.M. FORBES & CO. LLP

Overview

J.M. Forbes & Co LLP is a long-established limited liability partnership that provides advisory services to high-net-worth individuals, families and institutional clients. The firm focuses on portfolio management for individuals and small businesses as well as for business and institutional accounts. Fee arrangements include both percentage-of-AUM and fixed-fee structures, and the firm identifies as an active ESG investor, signaling that environmental, social and governance factors are incorporated into its investment process. Investment activity is skewed toward publicly traded equities, with a clear preference for exchange-traded instruments. The presence of a significant position in the iShares Gold Trust alongside a broad mix of stocks and ETFs indicates the firm blends core equity exposure with tactical commodity or inflation-hedging allocations. Most assets are managed on a discretionary basis, which points to an emphasis on active implementation and ongoing portfolio oversight.

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Location & Offices