top of page
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.

 
bottom of page