Forte Asset Management LLC
Forte Asset Management LLC is a registered investment adviser based in Bedford, New York. Founded in 2011, it is a boutique investment management firm with approximately 2 employees, both focused on investment activities. As of February 2025, the firm manages roughly $239.3 million in assets, serving primarily high net worth individuals and other individual investors in the United States.
Investment Strategy
Forte Asset Management LLC manages investment portfolios primarily for high net worth individuals and individual investors, employing a discretionary management approach. The firm builds diversified portfolios, with recent filings indicating holdings in both major public equities (like Microsoft Corp) and alternative assets (such as iShares Bitcoin Trust). They emphasize personalized investment solutions, aiming to tailor strategies for the financial goals of each client.
Top Holdings
Equity Positions (66)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IXUS | ISHARES TR | 5.67% | $11.1M | 143,941 | $58.88 | $77.31 | +$773.8K |
Q QUAL | ISHARES TR | 5.57% | $10.9M | 59,780 | $133.93 | $182.82 | +$269.6K |
I IWV | ISHARES TR | 4.18% | $8.2M | 23,365 | $229.70 | $351.00 | -$823.3K |
D DGRO | ISHARES TR | 4.12% | $8.1M | 126,563 | $48.30 | $63.94 | -$1.8M |
E EFG | ISHARES TR | 3.95% | $7.8M | 69,281 | $91.69 | $112.00 | +$332.3K |