FORUM Private Client Group is an SEC registered investment adviser that provides financial planning and investment advisory to individuals based on their unique financial goals. It is our belief that our clients’ best interests are of the utmost importance and that the advice we provide should be independent and objective. Therefore, all services provided by our firm are done so on a fee-only basis and not based upon commission for sales of investment products. Funds invested through Private Client Group are not NCUA insured and may involve a loss of principal. No credit union guarantee.