CREATING

FINANCIAL PEACE OF MIND.

We bring clarity to complexity through straightforward, honest advice. Our comprehensive, personal approach is grounded in data-driven, cost-efficient investment management.

Our Services

Set Your Goals. We’ll Help You Reach Them.

Our clients always know exactly what they own, what they are paying, and who is doing the work.

We specialize in simplifying the complexities of clients’ lives.

Forté was founded in 2004 in response to a void within the investment advisory landscape. We believe clients deserve better than the opaque, conflicted practices prevalent at most large brokerage firms, banks, and trust companies.

We created a different kind of wealth management firm - one that fully embraces the fiduciary standard. We manage money with discipline and precision that come from experience. And at each step, we provide the level of care and dedication that we would want to see provided to our own families.

Financial Planning

Having a strong financial plan can add confidence, clarity, and simplicity to your life. We work closely with you to review and implement a strategic plan spanning retirement planning, estate planning, income tax planning and risk analysis.

Investment Management

Our investment philosophy is centered on building cost-effective, broadly diversified portfolios, cost-effective implementation, and a comprehensive approach to the investment process that achieves client goals. We will construct a portfolio that has a target rate of return, as determined by the objectives of our clients. This approach aligns well with the fiduciary responsibilities we have for our clients.

Timothy I. Low.

Managing Director & Chief Compliance Officer

Timothy Low founded Forté Asset Management to provide independent, conflict-free advice focused on long-term wealth management. He brings more than 30 years of experience in the investment industry, including positions at Credit Suisse First Boston (CSFB) and Donaldson, Lufkin & Jenrette (DLJ). Working closely with his Forté colleagues and his clients’ external advisors, he provides thoughtful investment wealth management solutions that integrate his clients’ investments, philanthropic, estate and tax planning objectives.

Mr. Low holds a degree in Economics from Hamilton College.

“We’re proud of the relationships we’ve built, the lives we’ve helped shape, and the sense of security we’ve worked hard to create for our clients.”

Frequently Asked Questions.

  • The core principles of our portfolio management approach are diversification, downside protection, risk-adjusted performance and tax efficiency. Our belief is that you benefit from a detailed process that results in a wealth management strategy addressing all aspects of your financial position. We then leverage and customize those strategies and solutions to provide our clients with a focused, boutique-level experience.

  • For more than 20 years, Forté has strived to understand our clients’ individualized investment goals and objectives to best meet their needs. We establish and allocate our accounts strategically and tactically generally utilizing low-cost, passive securities with a focus on tax-efficiency to allow our clients’ portfolios to grow over time, while managing unforeseen downside risk.

  • Client portfolios are primarily invested in Exchange Traded Funds (“ETFs”). An ETF is a basket of securities that trades on an exchange just like a stock does. ETFs represent a cost-effective and tax-efficient way to gain exposure to a broad basket of securities.

  • The safety and security of your assets is our main priority. As a registered investment advisor (RIA), we are required to hold all client assets with a third-party custodian. After an extensive due diligence process, we selected Fidelity Investments (“Fidelity”) to fill that role. Fidelity has more than 60 years of experience serving independent advisors and was a pioneer in recognizing and serving the needs of independent, fee-based investment advisors and their clients.

  • According to the IRS, “a fiduciary is a person who owes a duty of care and trust to another and must act primarily for the benefit of the other in a particular activity.” Financial advisors who aren’t fiduciaries often receive commissions on the investments they sell. Our firm receives no such compensation.

    As a SEC registered investment advisor, Forté Asset Management has an obligation to serve our clients’ best interest and disclose any material conflicts of interest. We understand that trust, advocacy and transparency are essential to any long-term relationship. As a firm, we want our success to be fully aligned with that of our clients.

  • An investment advisor may be given investment discretion by you to decide which securities to purchase, sell and retain in your portfolio without having to verbally confirm each transaction with you. Discretion is important for us to make timely investment strategy changes.

  • We are fee-only fiduciaries, and our compensation comes solely from the fees our clients pay for our investment management services. We are transparent in our fee structure and receive no commissions or other compensation for any of the products our clients choose. When you do better, we do better.

  • You will be able to view your account directly at Fidelity.com or through our secure client access portal. In addition, we will supply you with regular reports on performance in language you can understand.