Michael Ross

Keiretsu Forum is a global investment community of accredited private equity investors, venture capitalists and corporate/institutional investors. Keiretsu Forum members invest in high-quality, diverse investment opportunities. The community is strengthened through its involvement in social and charitable activities. "Keiretsu"​ definition Keiretsu is a Japanese term describing a group of affiliated corporations with broad power and reach. Keiretsu Forum is described as a conglomeration of individuals or small companies that are organized around private equity funding for mutual benefit. Keiretsu Forum believes that through a holistic approach that includes interlocking relationships with partners and key resources, they can offer an association that produces the highest quality deal-flow and investment opportunities.

We are "the hub of the wheel" in the financial lives of about 100 clients. Clients range from about age 40-90, average household size is roughly $4 million, with 3-5 individual account. Uniquely, we are both financial advisors and stock-and-bond portfolio managers. Our bias is that only when you do both do you do it well.