Our Investing Approach

No matter the market environment, Forthlane empowers clients to thrive and achieve above-market net returns thanks to its evidence-based, pension style investing approach. By enabling clients to invest like top-tier institutional investors, Forthlane unlocks access to meticulously constructed, well-diversified portfolios that prioritize safety and growth. These portfolios span a wide range of asset classes and are tailored to meet each client’s unique goals, ensuring long-term success 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.