It’s a vast marketplace, filled with opportunity and risk. Forté has an investment approach that combines “big firm” analytics with “small firm” (hands-on) Plan Participant service and customization.
To find the appropriate investment options for your 401(k) plan, Forté’s Investment Team sifts through thousands of no-load mutual and index funds.
We review opportunities in equities, fixed income, real estate and global investments. Forté has no in-house or Forté managed mutual fund products. No investment vehicle we might recommend provides Forté Capital any form of direct or indirect compensation.
Qualitative Analysis
Interviews and questionnaires help Forté clarify the fund manager’s philosophy, process, staff experience, etc.
Quantitative Analysis
Historical returns, investment style, consistency, and historic riskiness are measured to calculate investment risk.
Comparative Analysis
Measuring individual money managers as they compare to their peers to identify “Best of Class” players.
After measuring critical factors, Forté has the flexibility to recommend investment options from a broad range of investment vehicles including:
Equity Mutual Funds
Actively managed funds ranging from Large to Small Cap Value and Growth to International, Index, balanced funds and others. We use only no-load funds to control costs.
Index Funds and Exchange Traded Funds (“ETF”)
These funds are pools of securities that track an index, such as the Standard & Poors Index of 500 stocks (S&P 500), commodities, bonds, sectors or industries They are low cost, diversified alternatives to actively managed mutual funds.
Fixed Income Mutual Funds
Ranging from short-term government to longer-term corporate.
Beyond the question of investment vehicle options, there’s also a question of Participant investment management style.
Some Plan Participants are ready, willing and able to play an active role in choosing their investments in the Plan. Others will want to work with someone to help with those decisions. Forté offers participants a choice—designed to address varying levels of investment experience, risk-tolerance and interest in making investment decisions themselves.