Forte Asset Management, LLC

Overview

Forte Asset Management, LLC is an SEC‑registered investment adviser formed in 2005 and organized as a limited liability company. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its primary advisory services include financial planning and portfolio management for individuals and small businesses. Forte identifies as an active ESG investor and relies on third‑party managers for alternative strategies rather than functioning as a dedicated capital allocator. The business is owned as a domestic entity with individual ownership and maintains industry relationships that include broker‑dealer, other investment adviser, insurance company, and real estate broker affiliations. Forte does not position itself as a pension consultant or a multi‑state adviser, and it is not described as a related adviser to another firm.

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Public Holdings

Investments & Alternatives