Forte Asset Management

ABOUT US

OUR PROCESS

Our clients' goals are unique, specific and often, complex - which is why we perform a thorough assessment of each client's financial picture. This way can we build a comprehensive plan that reflects clients' goals and addresses their precise needs. In fulfilling plan objectives, we deliver the elevated boutique experience our clients expect and decidedly deserve.

Because we view wealth management as a collaborative process, we create an environment characterized by proactive and consistent communications as we explore with our clients the various components of their plans.

Client Discovery

Our first meeting with each client sets the stage for the relationship and is the most critical part of our process. Our advice and recommendations are based on our ability to understand the client's circumstances and future needs. To this end, we:

Understand family dynamtics and what wealth means to both client and family
Discuss goals for the future
Develop an understanding of the client's complete financial picture and the intangible factors that go into decision making

Financial Planning

The most effective investment strategies are predicted on solid wealth planning. We take a comprehensive approach as we facilitate tax-effective and meaningful wealth transference and philanthropy. As part of this approach, we:

Evaluate cash flow and liquidity requirements
Create a plan for charitable giving
Partner with each client's other key advisors in tax and estate planning
Discuss how investment strategies are affected by the estate and tax plan

Portfolio Construction

We customize our asset allocation and investment strategy to reflect an overall plan while considering tax efficiency, time horizon, as well as unique risk proclivities and investment goals. Portfolio construction involves:

Evaluation of current investments
Consideration of intangibles such as decision-making style, personal values and risk tolerance
Customization of portfolio recommendations to balance and promote wealth preservation, growth and tax efficiency

Reporting & Analysis

Our clients are assured of state-of-the-art reporting technology to assess performance against financial objectives. We encourage ongoing dialogue to determine how well each portfolio meets current and evolving goals.

Our online portal enables easy access to tailored views and reports
We welcome regular conversations about portfolio performance
Our close connection with each client and client family keeps us abreast of evolving circumstances and financial goals so we can adjust portfolios as warranted

Monitor & Evaluate

We conduct a regular review of each client's portfolio and take actions when required to ensure continual alignment with strategic goals and market conditions:

Apply the most current market and economic views of leading global research firms
Rebalance when warranted
Maintain ongoing dialogue with your key advisors

Communicate & Educate

Our commitment to you extends beyond the initial investment strategy. The final, crucial step in our process is ongoing communication and education:

We prioritize regular updates and insightful education on your investments and the market
We believe that informed clients are empowered clients
Your financial journey is important to us, and we are here to support you every step of the way