Strong Name. Strong Values.
At FORZA, we put clients first in the investment adviser relationship without competing interests from related firms or shareholder profits. Many of our clients have worked their entire lives to accumulate their wealth and we take great pride in being their financial stewards through life's great journey.
Strength in SERVICE
Our culture of service begins with keeping the number of families working with a Forza adviser at levels promoting responsiveness to client requests and being proactive with our advice. Each quarter, clients receive detailed reporting with a summary at the household level, down through each individual asset, for full transparency. All of this can be accessed through our market leading and easy to use web portal, called "FORZA 360" where clients can view their entire financial picture, even on the go. For a video tour, click here.
Strength in EXPERTISE
Michael E. DeMassa, a graduate of M.I.T., has 19 years of managing client portfolios and holds both the CFA & CFP® designations. Prior to founding FORZA in 2015, he was Vice President and Senior Portfolio Manager at The Northern Trust Company where he managed over $400 million in assets for high net worth investors, foundations, and institutions.
Timothy J. Videnka holds the CFA designation and has 19 years of industry experience working with clients and helping them achieve their financial goals. Prior to joining FORZA in 2016, he was the head of the Investment Department at Caldwell Trust Company directing the investment strategies for the firm's $800 million under management.
Strength in INDEPENDENCE
Our loyalty is only to our clients. Our Independent structure allows us to provide unbiased advice since we do not receive commissions or share in revenue on any of our investment recommendations. Our investment process engages world class independent investment research firms and we have partnered with market leading custody and technology firms to create a comprehensive wealth management platform.