Your Board’s fiduciary mission: informed advocacy for improved fiscal and operational outcomes.
And by law that’s also Forté’s approach to investment counsel and management.
“Fiduciary” Defines Forté’s Business Model
As a Fiduciary Forté is obligated by law to put our clients’ interests ahead of our own. We must always act in the best interest of the client, before our firm’s own interests.
Therefore, Forté operates as an independent fee-only investment advisor. We never collect commissions or sales incentives. There’s no one from a large investment firm or insurance company ‘encouraging’ Forté to steer your Board toward particular investment ideas.
By definition, our business seeks to offer objective advice and keep your costs for that counsel reasonable.
Data—Not Emotions, Habit or Fads
Forté practices wealth management by balancing short and long term goals, macro and micro economics, and a careful assessment of your organizations’s goals and requirements. Forté’s team of six principals directly handle all our internal investment management activities. And they’ve created a data-driven investment process backed by original research and a historically informed understanding of market conditions.
This methodology is specifically designed to deliver benefits that differentiate Forté from other investment counsel such as brokers, insurance companies, banks or other more informal (un-regulated) investment advisors.
Supporting all Money-Related Activities
Going beyond strictly investment-related advice, Forté takes a 360-degree asset management approach to our Non-Profit client accounts, providing counsel in all related fiscal areas.
- Investment Policy Statements
- Spending Policy Statements
- Grant making
- Planned Giving