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Our Investing Approach
No matter the market environment, Forthlane aims to protect and grow our clients' wealth through global diversification into alternatives.
Forthlane enables clients to invest like top-tier institutional investors, allocating our clients' capital globally and across six key asset classes. Through rigorous due diligence and active oversight, we build portfolios that are tailored to meet each client’s unique situation and that are resilient even in the face of market volatility.
HOW WE WORK WITH CLIENTS
We are a nimble team that can tailor our services for your goals and needs. Most commonly, clients look to Forthlane to provide two types of portfolios:
Well-Diversified Safe Capital Portfolio
We help clients sleep well at night by constructing a well-diversified, pension-style portfolio that aims to achieve above-market net returns with lower risk. Clients think of this as their ‘Nest Egg’ or their personal Pension Plan.
Diversified Alternative Sleeve
We give clients exposure to alternative investments by providing a diversified sleeve of global alternatives to complement their existing portfolio holdings.
