Forte Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$292,317,741
Clients
62
Advisors
2
of 2 employees
About
Forté Asset Management provides discretionary investment management and related financial planning to individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations, and business entities. Services focus on portfolio construction and ongoing supervision using ETFs, mutual funds, individual stocks and bonds, and financial planning is offered only in connection with an investment management relationship.
The firm follows an institutional, portfolio‑risk oriented approach that customizes strategic asset allocation to a client’s objectives and may employ tactical adjustments based on fundamental and technical analysis and third‑party research. Forté generally manages accounts on a discretionary basis, seeks execution through recommended custodians (primarily Fidelity), and does not charge performance‑based fees or participate in wrap fee programs.
Forté is a compact, closely held advisory practice led by its president, with an investment adviser representative (his spouse) serving as the designated backup and assisting in portfolio oversight; the team manages over $322 million in discretionary assets, a relatively large asset base for a small staff. In 2026 the firm was reacquired by an entity controlled by the president, terminating prior ownership and affiliations with Acrisure, and the brochure discloses no current material relationships with broker‑dealers, other advisers, insurance firms, or real‑estate brokers.
Client services
Expertise
Fee options
0.15% to 0.90% annually depending on assets, complexity, and services; fees are negotiable and set in the client agreement
Account minimum: $1,000,000 (generally sought, but waivable at discretion) Fee-only: Advisory fees only; no commissions or referral fees from third parties.
Main office
Bedford NY
Advisors at this office
2
Most active in
California · Florida · Michigan · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Loriann L
Series 63, Series 65
Bedford, NY
Forte Asset Management, LLC
Loriann Low is an investment adviser representative with Forte Asset Management, LLC and holds the Series 63 and Series 65 designations. She has four years of industry experience, with prior roles including Covey Roberts & Carmody and self-employment. Low is also involved with the PACE Women's Justice Center. Forté Asset Management provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a portfolio-risk oriented approach tailored to client objectives and manages over $322 million in discretionary assets with a small advisory team.
Timothy L
Series 63, Series 65
Bedford, NY
Forte Asset Management, LLC
Timothy Low is a financial advisor at Forte Asset Management, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Forte since 2005, following prior roles at Credit Suisse Securities and Pershing LLC. Forte Asset Management provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs an institutional, risk-oriented approach that customizes strategic asset allocation and may include tactical adjustments based on research, managing over $322 million in discretionary assets.
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