SEC CRD #801-2252
J.M. Forbes Co. J.M. Forbes Co. LLP is a private investment advisory and trust office providing personalized money management and trustee services to individuals, trusts and foundations since 1838. The firm invests over $1.5 billion dollars as an SEC-registered investment advisor with the twin goals of strong risk-adjusted returns in good times and careful capital preservation in periods of downturn. Our partners, administrators, and tax professionals come to know individual clients and families well, crafting integrated investment, estate, and tax plans that recognize their goals, means and circumstances. In a world of rapid change we use the best new tools to maintain a steady course across the generations, allowing clients to pursue their lives knowing that the financial fundamentals are covered. Client Login
JEFFREY L. BERNIER
PARTNER / CHIEF OPERATING OFFICER
📞 (617) 423-5705
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AUM
$1.7B
Check Size
$121M–$121M
Location
BOSTON, MA
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