Todd J. Forman, executive director and private wealth advisor, has worked in the financial services industry for 17 years. His areas of focus include financial planning and portfolio construction. In addition to being a CERTIFIED FINANCIAL PLANNERTM, Todd was a practicing attorney at Schulte Roth & Zabel LLP in New York City. He earned his BA from the University of Wisconsin–Madison and his JD from Seton Hall University School of Law.
Why is an investment policy statement so important for a nonprofit organization to have?
The challenges of uncertainty in a fluid investment climate illustrate the importance of a carefully thought-out investment plan and process. All financial advisors develop such a sound financial plan for their private clients, employing an appropriate asset-allocation strategy that incorporates the clients’ investment goals and objectives, time horizons and tolerance for risk. When the client […]
