Forem Investments LLC

Forem Investments, LLC is a financial advisor firm established in 2013 by Freddy Martinez, who has over 25 years of industry experience. The firm offers investment advisory services through discretionary and non-discretionary accounts tailored to each client's objectives. Services include ongoing portfolio management based on individual goals, risk tolerance, and time horizon. Forem creates Investment Policy Statements for clients, outlining investment strategies, asset allocation, and risk tolerance. The firm manages assets totaling $55,813,000 as of December 31, 2024. Clients can expect to pay annual management fees ranging from 0.50% to 1.50% for both types of accounts. Additional fees may apply for administrative services, sub-advisory services, or hourly advisory services. Performance fees may be charged to qualified clients, not exceeding 20% of gains per quarter. Forem does not engage in soft dollar arrangements and does not accept referral fees from other professionals. The firm's investment strategies focus on asset preservation and capital appreciation, utilizing various financial instruments such as equity, fixed income, options, and alternative investments. Forem does not vote proxies on securities but may provide advice upon request. Clients typically have discretion over their investments, and assets are held at qualified custodians. The firm's Chief Compliance Officer oversees account reviews, ensuring compliance with regulations and the firm's Code of Ethics. Freddy Martinez, the CEO and CCO, also serves as a Managing Member of Forem Capital Partners LLC.