Forté Services for Personal Wealth Management
Included in our management fee
Ongoing management and monitoring of your personal asset structure
- Review of portfolio tax efficiency
- Analysis of retirement cash flows / funding needs / current and future cash needs
- Analysis of education funding
- Risk tolerance analysis
- Recommendations regarding concentrated stock and bond positions
- Management of trust accounts
- Evaluation of outside 401k investment options, followed by recommendations regarding asset allocation and investment selection
- Coordination of income, trust tax preparation
- Charitable and personal gifting strategies
- IRA distribution strategies
- Inheritance planning
- Family wealth education
Development of a personalized, written Investment Policy, which is adjusted as your life circumstances and strategies change.
And other ongoing annual relationship management services
Forté Client-Specific Custom Reporting
- Annual tax reporting
- Performance reporting by asset class Consolidated account reporting
Information visibility and consolidation helps you see exactly what’s going on.
Forté Intelligence Communications
- Regular newsletters
- Regular live economic and investment conferences and presentations
Regular economic analysis and reporting keeps you well informed about the Big Picture.
Forté Team Staffing
- A team of professionals for every client account
- One-on-one discussions with portfolio managers
- Continuity of professional staff relationships thanks to excellent retention