C H R I S A. F O R T E, C I M A®
Chris Forte is co-founder and Managing Partner of Integrated. Chris is responsible for the strategic direction of the firm, as well as maintaining direct advisory and advocacy relationships with our valued clients including business owners, family offices, foundations, endowments, as well as public and private retirement plans.
“Todd Wagenberg and I formed Integrated with the mission to be the very best stewards of capital for discerning individuals, families, and institutions. We work to monitor, protect, and grow our clients’ financial resources through leveraging our open and conflict-free investment platform. We excel in comprehensive planning, unique insights, thorough investment analysis, effective performance review, and active client advocacy. Our team is committed to earning and maintaining every client’s trust and confidence through thoughtful inquiry, collaborative engagement, unmatched responsiveness, and relentless execution. That’s our Integrated approach!”
Before founding Integrated, Chris was Managing Director and Institutional Investment Consultant for Wells Fargo Advisors and its predecessor organizations. Chris brings over 30 years of investment consulting experience, plus a passion for superior customer service and advocacy, to each client relationship.
Chris is a member of the Michigan Association of Public Employee Retirement Systems (MAPERS) and Investments & Wealth Institute™. Chris is a Certified Investment Management Analyst ® (CIMA®) professional. He is co-founder of Smiles for Children Foundation and is active with IMPACT3, which focuses on social enterprise investing. Chris and his wife, Natalie, reside in Lake Angelus and are proud parents of Hannah, Chris, and Olivia.
Chris holds a BA in Economics and Political Science from the University of Michigan in Ann Arbor, Michigan.
Email: firstname.lastname@example.org • Phone: 248-385-2040