IMPORTANT DISCLAIMERS

Forté Asset Management, LLC (“Forté”) is an SEC Registered Investment Advisor (“RIA”), located in Bedford, New York. We provide investment advisory and related services for clients nationally. We will maintain all applicable registration and licenses as required by the various states in which we conduct business, as applicable. We render individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state.

RISK DISCLOSURE

The future is uncertain and cannot be predicted. Any information relating to financial information, including, but not limited to Forté’s services, investments, strategies, products, is for illustrative purposes only and must not be construed as investment advice or an offer to buy or sell securities. Forté has made reasonable efforts to ascertain the validity of this information, whether derived here or through third parties. You must, however, independently verify this information. We have also made reasonable efforts to provide performance information net of Forté’s fees and accounting for third-party fees as applicable and required by law or regulation.

Our investments, strategies, or products are not suitable for all clients. We take reasonable measures to ascertain your specific financial needs and objectives. You cannot assume that Forte’s strategies, products, or investments will be profitable or that you will not suffer any losses. You should expect that depending on market conditions and volatility, our management of your assets will fluctuate in value, at times dramatically to profit and loss. Importantly, all investments involve the potential risk of complete loss, including your originally invested principal. Neither Forté’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Forté is engaged, or continues to be engaged, to provide investment advisory services. Forté’s registration status does not imply a specific level of skill or training.

We will, from time to time and when appropriate to do so, identify certain affiliated or non-affiliated entities or individuals to perform non-advisory services related to, tax, trust, estate, financial planning, insurance, or securities-related transactions. Forté will seek to identify all material conflicts of interest relating to these affiliated or non-affiliated services through separate disclosures or our Regulatory Filings. You should conduct your own due diligence and seek the advice of your independant advisors in evaluating these services. You are of course under no obligation to engage any of these services. Forté is neither an attorney nor an accountant, and no portion of the website cantent should be interpreted as legal, accounting, or tax advice.

PRIVACY DISCLOSURES

We are committed to safeguarding the use of personal information of our clients that we obtain as your Investment Advisor, as described in our Privacy Policy.

We do not collect personal non-public information through this website; however, we may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal information about you. We do not control sites operated by these institutions and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other websites.

EMAIL DISCLOSURES

We often communicate with our clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. We make every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send us private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

CLIENT PORTALS

Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password protected areas are responsible for any use of their password and for maintaining its confidentiality.