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.