Forte Asset Management, LLC

Forté Asset Management provides discretionary investment management and related financial planning to individuals, high‑net‑worth clients, families, trusts, estates, and business entities. Services emphasize ongoing portfolio supervision and coordinated planning, with standalone financial planning not offered separate from an investment management relationship.

The firm follows an institutional, portfolio‑level approach that combines strategic asset allocation with fundamental and technical analysis; portfolios commonly include ETFs, mutual funds, individual stocks and bonds, and may use tactical adjustments generally limited to about 20% of a portfolio. Forté may also consider cash positions for defensive purposes and, where appropriate for a client’s objectives and risk tolerance, limited exposure to cryptocurrency through exchange‑traded products, separately managed accounts, or private funds.

Forté is a wholly owned subsidiary of Acrisure, LLC and discloses multiple industry affiliations — including an affiliated SEC‑registered adviser (CIAS), FINRA‑registered broker‑dealers (Burnham & Flowers and Acrisure Re Corporate Advisory & Solutions), and various insurance‑related affiliates — which the brochure identifies as creating potential conflicts because the parent and affiliates can indirectly benefit from the firm’s activities. The firm also reports a relatively small advisory team managing roughly $315 million in client assets, recommends certain custodians (notably Fidelity) and receives custodian support services, and is deemed to have limited custody in some client arrangements (fee deductions and standing letters of authorization), all of which are described as governance‑ and conflict‑management considerations in the brochure.