Forte Capital LLC

Forte Capital LLC is an independent investment advisor based in Rochester, NY, founded in 1996. The firm offers portfolio management services, including discretionary and non-discretionary investment management based on individual client needs. They also provide financial planning services and non-investment consulting. Forte Capital's investment strategies include large cap equity growth, equity income, value investments, fixed income, and asset allocation strategies. The firm has a fiduciary duty to act in the client's best interest and regularly reviews client portfolios. Forte Capital charges management fees based on a tiered schedule, ranging from 1.00% to 0.40% based on assets under management. The minimum account size for investment management services is $500,000. The firm does not charge performance-based fees and does not participate in cross trades. Clients have the option to delegate proxy voting rights to Forte Capital. The firm has no reportable disciplinary events and no financial commitments impairing its ability to meet client obligations. For further details, clients can contact the Chief Compliance Officer, Adil Masood.