Forte Capital LLC Wealth Management

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Non-Profits

Foundations

NonProfit_01
Doing a great job managing investments so you can give generously to qualified grant applicants.

Your organization has a clear mission, and you’re serious about funding initiatives that see that mission through.

Endowments

NonProfit_02
Core asset management supporting operational well being.

Previous stakeholders endowed the future, and it’s your job to do the same for the next generation organization.

Supporting your Board’s stewardship mandate of caring for the future.

Leadership in every non-profit carries a dual responsibility: supporting the immediate mission of the organization and prudent long-term financial management practices.

Forté’s advisors add significant depth of fiscal management expertise to your leadership team.

Forté has a very well developed practice in nonprofit support, based on an extensive resume of non-profit Board and senior management experience. Forté understands the operating realities of non-profit organizations—both fiscal and relational—and works very comfortably in that environment.

Forté has a specific practice focused on creating a strong fiscal future for non-profits.

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.

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