EXPLOREABOUT MAC
Mac Davis joined Forum Financial Management in 2015. He currently serves as Chief Operating Officer at the Lombard office. Prior to joining Forum, Mac worked as a project manager and sales representative in the construction industry, focusing on developing relationships within the real estate industry and overseeing the completion of contracted projects.
When Mac began his journey with Forum four years ago, he worked on the BackOffice team helping to manage the daily trading activities of the firm. Currently serving as leader of the Operations team at Forum, Mac carries out daily trading operations and manages accounts for advisor firms. He strives for innovation and to create an atmosphere in which associates can grow and succeed. Having passed the Series 65 exam, Mac continues to build on his understanding of the financial services industry.
Mac is a CERTIFIED FINANCIAL PLANNER™ professional. He earned a master’s degree in business administration with a concentration in finance from DePaul University in Chicago. He also holds a bachelor’s degree in finance from Indiana University in Bloomington, Indiana.
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.
PREVIOUS 
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.
PREVIOUS 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.
