Forum Financial Management LLC

Serious Stewardship LLC provides highly personalized wealth advisory services that address the unique needs of substantially wealthy families, their companies and their nonprofit organizations exclusively on a fee-only basis. An SEC-Registered Investment Adviser, Serious Stewardship LLC is headquartered in Lake Forest, Illinois and serves clients nationally. Clients of Serious Stewardship LLC appreciate the firm's uniqueness. Dedicated to one principle -- "Helping our clients execute wealth stewardship at the very highest level of excellence." -- Serious Stewardship LLC is obsessive about putting our clients' interests above the interests of any other person or organization. To satisfy our clients' need for objectivity and clarity in their wealth management affairs, Serious Stewardship LLC works solely, singularly and exclusively for our clients. This merits repeating. We work solely, singularly and exclusively for our clients. Serious Stewardship LLC has always refused any compensation from any third party such as brokerage firms, money managers, investment banks, commercial banks, hedge funds, private equity funds, mutual funds and insurance companies. We do not sell any type of financial product. We provide wealth advisory services to families, companies and nonprofit organizations who take their wealth stewardship responsibility more seriously than most, and who insist that their wealth management program reflect their level of seriousness. If you, your family or your organization are responsible for the investment of a substantial pool of assets, and you share our passion for the highest level of excellence in all that you do, Serious Stewardship is uniquely positioned to help you with advice that is highly experienced, cutting-edge and obsessively objective.