Investing for capital growth over time.
Forté selects stocks for client portfolios using our internally developed models. We are looking for companies that provide long-term capital growth and have the financial strength to fund that growth.
This means selecting the stocks of companies we expect will grow their businesses over time so that our clients—as shareholders—will share in that growth.
Forté selects income stocks that pay higher than average dividends to provide more income. We probe the financials to test the company’s financial strength which supports their dividend.
Finding good companies is tough enough. Buying stocks at attractive valuations is more difficult.
Forté’s team employs a number of analytical screens that give insight into the market’s overall pricing. Once we find potentially interesting opportunities, we apply Forté’s many years of experience and analytical skill to select company holdings worthy of our client portfolios—carefully vet investments, looking for growth opportunities with valuations that make sense.
Our Investment Committee is composed of the Principals of the firm. We have a stake in the success of our clients’ investments.
Risk management through stock diversification.
To mitigate systematic market risk, Forté client stock holdings are diversified by sector and industry. (For example, too much of a good thing could lead to unintended risk—like owning too many technology companies.) Understanding the trade-off of risk and reward across a blend of all assets is what we do.
Some clients want more income out of their stocks.
We build portfolios to suit the unique needs of our clients. Some don’t just want growth but prefer cash in hand to augment their current income. For income oriented clients we can provide investments that pay higher dividends, may grow less but also may be less volatile than growth stocks. These “Income” stocks allow us to modulate income and risk in stock portfolios.