Why I Became a Financial Advisor
I have discovered that there are few things in life more rewarding than helping other human beings achieve their dreams. This is why I love being my clients’ financial advisor. I became a financial advisor two decades ago to leverage my high-level capital markets knowledge accumulated on Wall Street during my first career — for the benefit of families and individuals.
All of my clients lead really interesting, really busy lives, and they are serious about taking care of their financial health. They value having an enduring relationship with an experienced fiduciary to help guide them along life’s winding financial journey. I am grateful to be able to help.
FORUM ARTICLES & INSIGHTS
A. Andrew (Andy) Marwede has devoted his entire career to executing investment strategies for successful families, individuals, companies, pension funds and endowments. Andy works personally with successful business owners, professionals and retirees. Andy is also a key member of Forum’s Wealth Advisor Alliance, helping build strategic associations with advisory firms and centers of influence.
Prior to joining Forum, Andy was founder and president of Serious Stewardship LLC, an investment advisory firm. Early in his career, Andy worked on the trading desk of a large capital markets firm and then later managed diversified investment portfolios for large individual and corporate investors.
It was the synergy of these two early experiences — private portfolio design and state-of-the-art risk control — that made it possible for Andy to envision and create Serious Stewardship.
Andy earned a bachelor’s degree from Yale University, where he was a three-year letter-winner in football. He earned his MBA from Kellogg School of Management at Northwestern University in Evanston, Illinois. Andy is a fourth-generation resident of Lake Forest, Illinois.
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.