Building Enduring Wealth Through Private Markets and Quantitative Precision

Strategic Investing demands discipline, resilience, and a forward-looking mindset - principles I bring to every client relationship

I advise discerning investors on accessing high-growth private market opportunities and quantitative investment strategies designed to drive long-term portfolio strength.
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With 25 years of investing experience and licensing since 2007, I hold the Chartered Market Technician (CMT) and Certified Financial Technician (CFTe) designations, applying a disciplined, data-driven approach to private and alternative investments.
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A U.S. Army Combat Veteran known as a ‘Dragon Soldier,’ I bring precision, resilience, and an unwavering commitment to excellence across every client relationship.
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Away from the financial markets, I am a German Lacrosse National Champion and lifelong adventurer, carrying the same strategic focus and drive into every endeavor.
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If you're seeking an experienced partner to help you build lasting financial strength, I'd welcome a conversation.

80 Broad Street, Floor 29 New York, NY 10004

DISCLOSURES

This advertisment is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Before making any investment decisions, investors should carefully consider their investment objectives, risks tolerence, and financial situation.

This investment strategy utilizes a variety of investment products, including ETFs, to achieve its objectives. Please note that ETFs carry risks, including market volatility, liquidity risks, tracking errors, and other risks associated with the specific ETFs in this strategy. Additionally, this strategy involves trading activity that may generate transaction costs, which could reduce the strategy’s overall performance. Investors should carefully review the strategy’s fees, risks, and costs before investing.

This advertisement is not intended for use by residents of jurisdictions where the advertisement or its content is not permitted. Investors should consult their financial advisors for personalized investment advice and recommendations. By accessing or viewing this advertisement, investors acknowledge that they have read, understood, and agreed to the above disclosures.

Past performance offered through ATCAP Partners, LLC, a Registered Investment Advisor with the SEC and affiliate of Ceros. CEROS Financial Services, Inc (CEROS)., Member FINRA/SIPC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC. Forte Capital Group is a branch office ofn CEROS.

Past performance is not a guide for future performance, future returns are not guaranteed. There are inherent limitations in hypothetical portfolio results as the securities are not actually purchased or sold. The indices mentioned are used for comparison purposes, are related to the market in a broad sense and thus may differ from the model portfolios in their level of volatility.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Forte Capital Group to provide information on a topic that may be of interest. Forte Capital Group is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Member FINRA/SIPC.

Important Consumer Information: This communication is strictly intended for individuals residing in the United States of America. No offers may be made or accepted from any resident outside the specific states referenced.

Investments may lose value.

Not FDIC insured.

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