Forte Capital LLC Wealth Management

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Employers

“A 401(k) program is a serious responsibility, because it’s all our futures. How do we know we’re getting it right?”

Your management team’s heart is in the right place.

Company sponsored 401(k) plans are now a crucial part of American employee retirement readiness. And it’s the kind of HR benefit that requires  professional execution to be meaningful.

  • Investment selections that are tuned to your employee realities and promises a reasonable return.
  • ands-on engagement for great employee enrollment and retention.
  • Keeping focused on investment overhead fees.

As plan sponsor, you want the same institutional money management practices the “big guys” get.

Employers_02
Forté is a Registered Investment Advisor and named ERISA Fiduciary on qualified plans. We’ve been working as 401(k) plan co-fiduciaries with companies like yours since 1996. And our full-service offering is the complete package: one-on-one investment advice, active money management select investment funds with reduced and rebated fees. And, expense insight: investment options are shown “unbundled” so you have clarity about fees charged to the plan.

And you want to keep plan costs under control.


Forté charges no commissions and receives no compensation from investment funds placed in your plan. All “revenue sharing” is rebated directly to the plan. The result: a powerful partnership where we’re able to provide advice to your plan’s trustees and participants, and our interests are closely aligned with yours.

Together, we can build a responsive, cost-effective, and meaningful program to help your employees build a confident future.

Your Situation

  • Income Earning
  • Retired
  • Single Again
  • The Next Generation
  • Employers
  • Non-Profit

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
  • Wealth vs Asset Management?
  • Our Services
  • Our Team
  • Contact
  • Custodian Sign-in

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