Your Wealth. Your Goals. A Disciplined Investment Partner.

Active Investment Management for individuals, families, and institutions seeking a thoughtful approach to long-term growth and risk

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Markets change. Your decisions still need direction.

You have worked hard to build your wealth. changing markets, competing opinions, and uncertainty can make it difficult to know when to stay patient and when to act

  • Too Much Noise

    Headlines compete for attention. Your goals need a consistent perspective.

  • Unclear Investment Decisions

    You want to understand what you own and the thinking behind it.

  • Risk Without A Clear Process

    Reactive decisions can pull a portfolio away from its intended purpose.

Wealth deserves care, judgement, and personal accountability.

Our mission is to help clients navigate financial markets with wisdom and discipline so they can pursue their long-term goals with confidence.

Led by Founder & CIO Adam Zuercher, FortyOne brings together experience building an independent advisory firm and managing public-market portfolios for a single family office.

Meet Our Team Our Story

Investment Management Built around your goals.

Flagship U.S. Equity

A focused portfolio of U.S. companies, informed by fundamental research and disciplined risk management.

Complete Portfolio Management

Equity, fixed income, and complementary international exposures, shaped around your investment objectives.

A clear path to working together.

FortyOne was created to deliver focused investment management with direct accountability. We want clients to understand how we think, know who is making investment decisions, and have confidence that their capital is being managed with the same care and discipline we would expect for our own family.

Tell us what you want from an investment manager

Review your goals, portfolio, and the proposed approach.

Complete onboarding and begin ongoing portfolio management

Know Who is managing your wealth, and why.

A clear investment approach. Direct access to your investment manager. More confidence in the process behind your decisions.

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