Welcome to Forte Asset Management

Creating Financial Peace of Mind

Forté Asset Management is a boutique wealth management firm that provides personalized financial advisory services to a select group of individuals and families.
 
Forté offers clients a unique, comprehensive solution to modern investment management by combining passive and active asset management – an optimum blend of science and cost. This style results in sophisticated investment management that is accessible, transparent and affordable.
 
Our clients quickly become aware of how appropriate guidance can result in measurable benefits through: increased efficiency, improved portfolio performance, reduced portfolio risk, better reporting, and significant cost savings.

 

 

OUR GOAL IS SIMPLE:

to make sure our clients feel confident and secure about their future by

                                    -- creating financial peace of mind.


A Heritage of Independent Advice

Forté Asset Management was founded in 2004 in response to what we saw as a void within the investment advisory landscape.  It is our belief that clients deserve better than the opaque, conflicted practices prevalent at most large brokerage firms, banks and trust companies. 
 
We believe that the majority of investment advisors downplay or completely ignore proper asset allocation of portfolios.  Forté offers clients a unique, comprehensive solution to modern investment management by combining passive and active asset management – an optimum blend of science and cost.  This style results in sophisticated investment management that is accessible, transparent and affordable.
CORE PRINCIPLES
 
  • Maintain complete independence
  • Utilize highly-focused knowledge, experience and diligence
  • Serve the unique needs of each client
  • Strive to deliver value far exceeding our fees
 
Consultation With Your Tax Professional

 

  • Periodic review of tax brackets for appropriate investment selection

  • Accurate maintenance of cost basis records

  • Quarterly reporting for estimated taxes

  • Estimation of capital gains for tax planning

  • Review of custodian's 1099

Education Planning

 

  • 529 account advice

  • Custodial account management

Charitable Giving

 

  • Charitable Remainder Trust (CRT) management

  • Gifting of stock

  • Family foundations

  • Endowments

Retirement Planning

 

  • Will I have enough to retire when I'm ready?

  • Is my nest egg big enough to last the rest of my life?

  • What is the best way to save for my children's education?

  • I need to withdraw a set amount each month for living expenses. Should I take the money from my retirement or trust account?

Support and Communication

 

  • Regular meetings

  • Quarterly performance reporting

  • Market commentary emails

Investment Management

 

  • Risk-appropriate asset allocation

  • Securities selection

  • Diversification

  • Tax efficiency

  • Income generation

  • Re-balancing to target allocations

  • Tax-loss harvesting

  • Coordination with company retirement accounts

Comprehensive and Integrated Services

Forté has the experience, skills and resources to offer our clients a breadth of services and solutions to meet their unique needs.  We are not simply money managers.  We are wealth managers who strive to add value to the overall well-being of our clients.  In areas that require additional expertise, we introduce our clients to trusted specialists who supplement our advice.  We serve as a single point of contact to ensure client financial decisions are well-integrated with their lifestyle decisions.


 
 
 
Timothy I. Low
President
 
Tim is a twenty-nine year veteran in the private wealth management industry.  He partners with successful families to grow, manage, protect and transfer their assets.  Working closely with his Forté colleagues and his clients’ external advisors, he provides thoughtful investment wealth management solutions that integrate his clients’ investment, philanthropic, estate and tax planning objectives.

Prior to joining Forté Asset Management, Tim was a Vice President in the Private Client Services division at Credit Suisse First Boston (CSFB) where he provided comprehensive wealth management solutions for individuals, families, and institutional clients.  Previously, he was with Donaldson, Lufkin & Jenrette (DLJ), the predecessor to CSFB.  

Tim received his Bachelor’s degree in Economics with an emphasis in Finance from Hamilton College.


 
Loriann M. Low
Chief Compliance Officer 

Loriann joined Forté Asset Management as Partner and Chief Compliance Officer in 2022. She is also a registered Series 65 investment advisor representative of the firm. As Compliance Officer, Loriann implements and maintains the firm's legal policies and procedures, and oversees the firm's compliance program. Loriann's principal role is protecting clients and ensuring their best interests are met by recognizing conflicts of interest and supervising legal compliance in an ever-changing and evolving regulatory environment.

Prior to joining the firm, Loriann worked as an Attorney at Covey, Roberts & Carmody-Roberts, LLC. Previously, she worked for Donaldson, Lufkin & Jenrette (DLJ) as an equity sales trader. Loriann received a B.A. degree from Boston University and a J.D from Pace Law School. She is a licensed attorney in New York and is a member of the NYSBA and WWBA.
 
Timothy Low
President

 

Phone: 914-234-0281

476 Long Ridge Rd

Bedford, NY  10506

Email: tlow@forteassets.com

 

 

 
 
Forté Asset Management, LLC (“Forté”) is an SEC registered investment adviser located in Bedford, New York.  Forté and its’ representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisers by those states in which Forté maintains clients. 
 
Forté may only transact business in those states in which its registered, or qualifies for an exemption or exclusion from registration requirements.  Forté’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited be applicable law.

Accordingly, the publication of Forté’s web site on the internet should not be construed by any consumer and/or prospective client as Forté’s solicitation to effect, or attempt to effect transactions  in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, information on this internet site should not be construed, in any manner whatsoever, as the receipt of, or substitute of for, personalized individual advice from Forté.

Any subsequent, direct communication by Forté with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Forté, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.

A copy of Forté’s current written disclosure statement discussing Forté’s business operations, services, and fees us available from Forté upon written request. Forté does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Forté’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third party website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance.