Fortrove Partners

Overview

Fortrove Partners is a small, independent registered investment adviser operating as a limited liability company and controlled by an individual owner. The firm serves individual and family clients, delivering financial planning, discretionary portfolio management and pension consulting for very small institutions, together with educational seminars and workshops. Investment activity is focused on publicly available pooled vehicles—primarily mutual funds and similar public funds—while alternative exposure is provided through outside managers in the real estate space. Fortrove Partners identifies as an active ESG investor, incorporating environmental, social and governance considerations into manager selection and security choices where appropriate. The firm charges both percentage-of-AUM and fixed fees and does not act as a capital allocator or run proprietary funds; alternative allocations are outsourced to third-party managers.

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Investments & Alternatives

Location & Offices