About Forman Investment Services

Forman Investment Services was founded in 1999 and partnered with Raymond James Financial Services with a focus on Investment and Wealth Management.

Our partnership with Raymond James allows us to work with clients independently, allowing our advisors to make decisions and guide portfolio decisions that best serve your goals and needs.

At the same time, Raymond James provides resources and access to expertise for clients with more complex portfolio needs.

We’ve grown the practice with a team approach with advisors and staff who are familiar with each client and readily available to serve your needs through a lifetime of financial decisions.

We currently serve clients throughout Columbus, the state of Indiana, and around the country.

Most of all, we look forward to serving you. Please feel free to call our office at any time if you have any questions or suggestions how we can serve you better.

Troy Forman
MBA, Branch Manager/Financial Advisor RJFS, Investment Management Consultant RJFS