Investment Management
Your wealth deserves a clear direction
You have worked hard to build your wealth. Managing it brings a different set of decisions: what to own, how much risk to take, and when changing conditions call for action.
FortyOne provides active investment management grounded in research, guided by discipline, and shaped around your goals, so you can move forward with a clearer understanding of how your wealth is being managed.
Markets change. Your investments still need a purpose.
Headlines compete for attention. Opportunities come with uncertainty. And a collection of investments can become disconnected from what you need your wealth to accomplish.
You deserve an investment approach with a clear rationale, and a team that can explain how the pieces fit together.
We begin by understanding your objectives, time horizon, income needs, and tolerance for risk. Those priorities guide how we build and manage your portfolio.
Focused investment expertise. A complete portfolio perspective.
Whether you are seeking a dedicated U.S. equity manager or a firm to manage your complete portfolio, FortyOne brings a consistent commitment to thoughtful research, disciplined decisions, and ongoing attention to risk.
FortyOne U.S. Equity
Our flagship investment strategy focuses on a select portfolio of U.S. companies. Fundamental research helps us identify businesses we want to own, while technical analysis informs timing and risk decisions.
The objective is long-term growth through active stock selection and disciplined portfolio management.
The strategy is managed through a separately managed account (SMA), so you own the individual securities directly in your account while FortyOne manages them on your behalf.
Complete Portfolio Management
Your goals may call for more than U.S. stocks.
We can combine our FortyOne U.S. Equity strategy with a separate fixed-income allocation and complementary international exposures, using funds and ETFs where appropriate. The mix reflects your investment objectives, liquidity needs, and financial circumstances.
Each allocation has a defined role within the broader portfolio.
A disciplined process behind the decisions.
Understand what you own. And why.
We evaluate the businesses and investments in your portfolio with attention to their prospects, valuations, and contribution to your objectives. Every holding should have a reason to be there.
Give risk ongoing attention.
Managing risk requires more than setting an allocation at the outset. We monitor holdings, portfolio exposures, and market conditions, remaining willing to act when the evidence changes.
Keep the broader picture in view.
Investment decisions have implications beyond a portfolio statement. We consider taxes, account structure, cash needs, and existing holdings as we manage toward your goals.
A clear path to working together.
Put your wealth to work with purpose
A conversation can help clarify what you need and whether FortyOne is the right investment partner.
We typically serve relationships of $1 million or more.