Sarah Slesak

Forte Capital offers large-cap growth investment, equity income, balanced (stock/bond blend), fixed income, and actively traded asset allocation strategy investment management services. Portfolio holdings will typically be limited to domestic and foreign equity securities, ETFs, preferred securities, Master Limited Partnerships, corporate debt securities, certificates of deposit, municipal and US government and agency securities, mutual funds, and options. Investment Committee establishes and implements the investment strategy for the firm's clients. Their research employs economic, fundamental and technical analysis as well as a qualitative appraisal of each company or mutual fund's management and business.