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+1 (305) 462-4267 clientservice@foremg.com

Contact

Start with a conversation.

Tell us a little about your situation. We will get back to you within one business day to schedule an introductory call — no commitment, no sales pressure.

Please do not include account numbers or other sensitive information.

What to expect

A clear, four-step process.

  1. 01

    Initial call

    A 30-minute introductory conversation to understand your goals, current portfolio and constraints.

  2. 02

    Diagnostic

    We review your existing holdings and prepare a confidential cost and structure analysis.

  3. 03

    Custom proposal

    We design a tailored portfolio proposal — not a model — based on your objectives and constraints.

  4. 04

    Onboarding

    If we are a fit, we open an account at your chosen custodian and begin managing the portfolio with full transparency.

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