Forem Investments LLC

Forem Investments provides discretionary and non‑discretionary portfolio management and related advisory services to individuals (including high‑net‑worth and ultra‑high‑net‑worth clients), as well as corporations, institutions and pension funds. The firm documents client objectives in individualized Investment Policy Statements and offers ongoing portfolio monitoring and additional negotiated advisory services.

The firm customizes asset allocations using third‑party macroeconomic research alongside internal due diligence, and invests across equities, fixed income, options and alternative instruments with the potential for exposure to emerging markets and foreign currencies. Forem employs technology tools — including AI and machine‑learning applications — as analytical support, and its investment professionals review and approve all AI‑generated outputs before recommendations are made.

Compared with many peers, Forem combines a relatively small advisory team and roughly $61 million in AUM with an outward‑facing international orientation reflected in its international private‑banking background, references to UBS International experience, and disclosures about foreign‑market and currency exposure. The brochure also highlights the firm’s flexibility to serve institutional and small‑business clients and its retention of human oversight over AI‑assisted analysis, which distinguish its operating approach from larger, purely domestic‑focused advisers.