My mission is to lead discerning investors to selective private market strategies and personalized financial solutions that build enduring wealth and your long-term success. Rooted in military-honed discipline and an unwavering commitment to integrity, transparency, and excellence, I serve as a strategic partner in advancing long-term success. Guided by enduring principles and disciplined execution, I deliver investment solutions built to stand the test of time.

VALUES

Transperancy

Communicating strategies, risks, and fees with absolute clarity

Excellence

Applying disciplined, data-driven investment processes

Client Focus

Relentlessly prioritizing clients' long-term financial success

Integrity

Upholding the highest ethical standards in every decision

SERVICES

Quantitative Investment

POINT 2, our proprietary system, pursues consistent, risk-managed performance through disciplined, rules-based strategies.

Private Market Investement

InnovationX provides selective access to high-growth potential opportunities across AI, space, defense, and frontier technologies.

Risk Management

Comprehensive, proactive frameworks designed to protect and grow wealth through all market cycles.

Approach

I partner with legacy-focused, high-net-worth investors, bringing military-honed discipline, transparency, and relentless precision to every engagement.
My commitment is to deliver investment strategies that drive lasting financial strength — built through selectivity, resilience, and forward-looking insight.

Discover Strategic Investment Solutions - Links to Investment Page

Ethical Commitment & Fiduciary Responsibility  

We are committed to serving the best interests of our clients under a legally binding fiduciary standard.
We uphold the highest levels of integrity, transparency, and care in the stewardship of client assets.It’s important to understand that not all financial professionals are held to the fiduciary standard. Some may be permitted to recommend products or strategies that are not exclusively based on client benefit.
As fiduciaries, we are obligated to act solely in the best interests of our clients, providing full transparency and clear disclosure at every step.In an industry where services are intangible, disciplined ethics and professionalism are essential to protecting client trust and achieving long-term success.

Regulatory Links

Kevin R. Smith's BrokerCheck - FINRAKevin R. Smith's Investment Advisor Check - SECForte Capital Group's BrokerCheck - FINRAForte Capital Group's Investment Advisor Check - SECInnovationX (Private Equity) Investment Advisor Check - SEC

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.

Check the background of your financial professional on FINRA’s BrokerCheck.

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.

We take protecting your data and privacy very seriously. See As of January 1, 2020 the California Consumer Privacy Act (CCPA) for more information.

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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