Forte Capital LLC Wealth Management

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

Wealth vs Asset Management?

A lot of people ask us: What’s the difference between a wealth management firm and an asset management firm?

WvAM_01

From our point of view, you are more than just your assets. 

A mutual fund company manages assets. They don’t meet you. They don’t talk to you or adapt their portfolios to meet your needs. You’re on your own: simply select a fund and hope for the best.

Forté Capital is a Wealth Management Firm. 

We certainly manage your assets. But we do so in the larger context of your life, your aspirations and your long term goals. We get to know you. We learn how you feel about risk. Together, we develop a road map and along the way, we adjust. We take into account the issues that naturally arise where life and money meet—taxes, cash flow planning, real asset management (real estate, for example), retirement and a host of other details. It all influences what we do together to manage your wealth.

We are registered with the Securities and Exchange Commission (SEC) and as your investment advisor, we are held to a legal “fiduciary” standard of client care. We must put your interests ahead of those of our firm and all other considerations.

Another key fact about Forté: we’re Independent and Fee-Based. So let’s discuss why that’s important.

Approach

  • Why go with an Independent Wealth Manager?
  • Investment Philosophy
    • Getting It In Writing
    • Emotion vs. Reason
    • Asset Allocation
    • Fixed Income
    • Individual Stocks
  • Why Forté?

Let’s Talk Life & Money

P 585.586.8100
E info@forte-capital.com

Forté Capital LLC

400 Linden Oaks, Suite 310
Rochester, New York 14625
P 585.586.8100
F 585.697.2599
E info@forte-capital.com
© 2018 Forté Capital LLC

COVID-19 Notice

During this difficult time, Forté Capital is practicing social distancing and complying with government mandates. Forté is open for business with employees and partners working remotely. We collect incoming mail daily. We can be reached at our normal phone number 585-586-8100 or via email to our associates and partners. Clients who need distributions, checks issued or other transactions should call their Forté client service representative or partner. We are all in this together, we will get through this, together.

Where Life Meets Money

Bringing resources, experience and expertise to clients for over 20 years. Your partner in planning, managing and protecting wealth. Customized portfolio management for individuals and institutions.

SEC Forms CRS, ADV & Disclaimer

Forté’s FORM CRS as filed with the Securities and Exchange Commission. Available at www.investor.gov/CRS

Forté’s FORM ADV Part 2 as filed with the Securities and Exchange Commission.

This website may include forward-looking statements.

  • Your Situation
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

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