Once you’ve confirmed Forté as your independent investment advisor, we initiate a discovery process which includes questionnaires, meetings, evaluation and reporting back.

Through this process we learn about your organization’s history, track-record and future vision. After clarifying your objectives, we either produce a new Investment Policy Statement or update your current IPS.

Ongoing Active Investment Management

Every Non-Profit client benefits from Fortés analytical process which uses the firm’s ongoing analysis and benchmarking to inform any changes in your organization’s portfolio, within the parameters established in your Investment Policy Statement.

Ongoing Active Relationship Management

Forté also conducts face-to-face portfolio review meetings twice a year (or more, if requested). During these meetings, we review:

• Current and anticipated economic and market conditions
• Changes to asset allocations and specific investments
• Investment performance compared to agreed upon benchmarks
• Changes in your organization’s finances or spending requirements

Of course, the Forté team welcomes opportunities to answer questions and assist in any way we can, at any time during the fiscal year.