A complete list of active advisors currently associated with Forte Asset Management, LLC

Warmer can help you find a great advisor at Forte Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Forte Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.