Forte Capital Group

About Forte Capital Group

<p>Founded in 2001, Forte Capital Group works with individuals and institutions from its headquarters in New York City, serving the broader New York metro area and clients beyond. The firm has 67 employees and focuses on investment planning, wealth management, and retirement plan advisory work.</p> <p>Forte Capital Group offers investment options such as mutual funds, ETFs, equities, and bonds, with allocations built around a client’s goals and risk tolerance. The firm’s day-to-day work centers on building and maintaining long-term client relationships and providing independent investment guidance.</p> <p>For employer plans, Forte Capital Group provides <a href="/plan-advisors">plan advisor</a> support in both 3(21) and 3(38) fiduciary roles, helping sponsors delegate investment responsibilities at the level that fits their internal resources.</p> <p>Forte Capital Group operates as a division of Ceros Financial Services, Inc. and is a Member FINRA/SIPC, offering securities and variable insurance products. Advisory services are provided through AtCap Partners, LLC, an SEC-registered investment advisor. A key differentiator is the firm’s ability to combine brokerage access with RIA-based advisory services under one umbrella.</p> <ul> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Investment planning and portfolio construction</li> <li>Wealth management for individuals and institutions</li> <li>Access to mutual funds, ETFs, equities, and bonds</li> </ul>

Website: https://www.fortecapitalgroup.com/

Founded: 2001

Employees: 67