Our goal: structuring portfolios with appropriate, specific investments for expected returns matched to your Board’s goals, given the current and anticipated investment environment.
Our method: extensive top down (macro economic and technical) and bottom up (fundamental) assessments of individual stocks, bonds, and funds.
Building on our general Investment Philsophy for all clients, Forté follows these Best Practices for our Non-Profit clients.
Investment Policy Development & Monitoring
Through thoughtful, formal information gathering with your Board, Forté begins to build an investment profile, documented in your organization’s Investment Policy Statement. This sets the basic parameters for an optimal mix of assets based specifically on your organization’s short and long term investment and income goals. Here’s our basic formula:
Open, Extensive Investment Platform
As an independent investment advisor, Forté is free to guide your organization through many different classes of possible investment opportunities.
Leveraging our analytic methodology, your portfolio is actively managed within the parameters established in your Investment Policy Statement.
Fiduciary Partnership
Forté stands with your Non-Profit Board by combining four critical elements:
