Every Non-Profit Board feels a strong responsibility to protect its legacy and provide financial continuity.
But not every Board feels confident about investment management given the uncertain nature of financial markets.
Outside counsel—the right kind of outside counsel—can strategically broaden a Non-Profit Board’s fiscal effectiveness. So why do Boards hire Forté?
We Understand Non-Profit Operational Realities
When it’s done right, wealth management counsel to Non-Profit Boards should be different—strategically—from classic personal wealth management counsel.
Your Board is tasked to build a future that will outlast the lifetimes of individual members. So proper non-profit investment management balances past, present and very long-term future concerns in a context where no single person has investment-related decision-making authority.
Also crucial to non-profit fiscal management are issues of evolving institutional mission, Board structure and bylaws, fundraising operations and community-held responsibilities and beliefs.
Forté’s service model for Non-Profit clients accounts for all these factors.
Our Principals + Your Board = Stronger Fiduciary Team
Our principals function as Forté’s investment management team. And these same Forté principals work for your Non-Profit Board.
Forté’s investment team becomes a natural extension of your Board’s talent pool. When we combine forces, your Board expands its own knowledge base with Forté’s years of Non-Profit Board service and management and years of combined investment management experience.
On Assets, Big Enough. On Service, Small Enough.
Fortés team of principals plus relationship managers and support staff service a total portfolio of clients and assets under management that’s large enough to provide sophisticated and effective investment and risk management strategies, yet small enough to deliver focused individual attention and service.