Forteris Wealth Management, Inc.

Forteris Wealth Management, Inc. is an SEC registered investment adviser based in Armonk, New York, established on October 27, 1993. The firm offers discretionary and non-discretionary portfolio management services, tailored to meet clients' investment objectives. They provide financial planning services covering various areas such as tax planning, estate planning, and retirement analysis. Forteris primarily uses charting analysis, technical analysis, and fundamental analysis in their investment strategies. Clients are required to have a minimum account size of $500,000, which may be waived based on potential for asset growth. The fee structure for portfolio management services is based on a percentage of assets under management, with additional fees for financial planning and consulting services. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to direct brokerage services, and Forteris recommends the services of Trade-PMR Inc. for brokerage and custodial services. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Forteris prioritizes client privacy and maintains strict policies to protect personal information. They do not participate in legal proceedings involving client securities and will only assist in class action settlements upon client instruction.