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A
Fully Integrated Effort
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if you had one advisor who could coordinate the effects of all your other
advisors on your behalf? |
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We
Work With Your Other Advisors
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Forte´ Capital can do just that: harness the power of
the professionals who know your financial situation and objectives from
different perspectives and on different levels. As the coordinator of the
wealth management process, we work closely with your other advisors to create
and implement a strategy that all parties agree is appropriate to your unique
situation. |
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Real growth
of capital |
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Mitigate avoidable
risk
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Reasonable economics
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Frequent
Situations:
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Your accountant warns
that you are going to get socked in April if you do not do something about
your taxable income now and reduce capital gains generated from excessive
short-term trading. |
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o Solution: Manage
the portfolio more tax-efficiently |
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You have many different investment
accounts spread out over different banks, mutual fund companies, and traditional
brokerages. Your broker(s) understands what types of investment opportunities
interest you, but no one has reviewed your portfolio's "big picture." |
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o Solution: Keep
key relationships in place, consolidate the accounts to receive one statement,
and select one firm to coordinate the activities of each advisor |
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Your insurance broker
continually encourages you to purchase more insurance to protect your family
and invest tax-free. |
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o Solution: Insurance
is put in place to hedge a premature death and to protect your family. |
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(Note: we do not sell insurance) |
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Your lawyer has drawn up your
will and trust and has a sense not only of your assets, but of your family
structure as well. You sign the documents and hold meetings every few years
to update the will as your family evolves. |
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o Solution:
Choose Forte´ Capital to facilitate the plan |
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