Forte Capital Group

Provide access to a highly curated roster of pre-IPO opportunities

Construct & manage UHNW client portfolios through Technical Analysis paired with Fundamental Analysis and a Covered Call overlay when appropriate

Create Premium Financing strategies utilizing existing assets for UNHW clients

Sr Managing Director

Forbes Finance Council

Forbes Council Official Member

Summer Analyst

My team offers elite wealth planning and management capabilities that are typically reserved only for the world's largest institutions. What truly empowers my clients is the opportunity to participate in an Institutional Private Shares platform which provides access to innovative multi-billion-dollar private companies.

In my role as a Portfolio Manager, I employ Technical Analysis to anticipate future market trends, capitalize on existing ones, and make sense of the market's fickle nature. Every now and then, when I'm not reviewing Charts, Financial statements, or Prospectuses, I enjoy Golf, Scuba diving, and Muay Thai kickboxing.

To learn more or schedule a meeting please reach out to: 
Nino ~ ngagliardo@fortecapitalgroup.com 
James  ~ jdario@fortecapitalgroup.com


Securities and variable insurance products offered through Ceros.  Advisory Services offered through AtCap Partners, LLC, a Registered Investment Advisor with the SEC and affiliate of Ceros. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC , a Fidelity Investments ® Company” and/or AXOS Clearing, Member FINRA /SIPC .

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