FAQ.

We understand the importance of clarity and guidance when it comes to investment management matters. That's why we are here to address your most frequently asked questions with precision.

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 over +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 chose 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.

  • 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.

  • 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.

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  • We understand that you want to be kept up to date with your case. At the firm, it is a priority to keep each client promptly informed of any developments in their case. The firm welcomes all communication from clients and has gained a reputation for excellence among its present and former clients for its consideration, loyalty and professionalism.

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