Forte Capital LLC Wealth Management

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Our Non-Profit Experience

Forté’s people have direct experience in executive and investment management of non-profits.

They’ve served on Boards themselves as volunteer leaders. They’ve supported educational, philanthropic, religious and cultural organizations.

When you recruit new Board members, you’re looking for a mix of experience and skills to augment the operational expertise of your non-profit institution.

Direct Experience Serving Non-Profit Organizations

Forté’s principals and staff have decades of experience serving on Boards, with both national and local non-profits. Whether servings on a Board of Directors, Finance committee, as consultant or investment manager, our partners and staff have spent many hundreds of hours assisting institutions in meeting their objectives. Some examples of our past and current volunteer work:

  • Association of Fundraising Professionals
  • Financial Planning Association
  • Highland Hospital Foundation
  • Honeoye Falls Mendon Volunteer Ambulance
  • Nazareth Schools
  • New York State Society of C.P.A.s
  • Points of Light Foundation
  • Rochester Area Community Foundation
  • Rochester Birding Association
  • Sacred Heart Cathedral
  • U.N.Y. at Geneseo Business Advisory Counsel
  • Temple Sinai
  • United Way Professional Advisors Council
  • University of Rochester Planned Giving Counsel
  • Wild Wings
  • Volunteers of America National Office
Broad Range of Non-Profit and Endowment Clients

Forté’s experience advising a diverse community of non-profit types has helped us understand the finer points of investment strategy, risk management and relationship management success.

  • Social Service Organizations
  • Churches
  • Business Development Organizations
  • Trade Associations
  • Fraternal Organizations
Here’s how we put our team’s experience serves your mission.

Our Services

  • Personal Wealth Management
    • Getting Started
    • Life Stage Planning
    • Personalization
    • Meaningful Collaboration
    • Investment Philosophy
    • Forté Services
  • 401 (k) Plan Management
    • Compliance Plus
    • Risk Reduction in Writing
    • Unbundled Cost Control
    • Investment Management
    • Participant Service
  • Non-Profit Asset Management
    • Our Non-Profit Experience
    • Serving Your Mission
    • Investment Approach
    • Working Relationship

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
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  • Our Team
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  • Custodian Sign-in

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