Fortis Portfolio Solutions empowers advisors to offer dynamic and risk-conscious investment strategies to discerning investors.
Need an Advisor? Advisor Match
It's actually quite simple. We cut through the noise for you with the perspective you need to have a clear snapshot of the markets. Our resources keep advisors informed and supported with insights and risk-conscious strategies that you will not find typically on Wall Street.
We focus on market trends, so you don’t have to.
The risk-conscious strategies from Fortis offer a strong foundation for advisors to build a financial blueprint upon, one that is in-tune with the markets and their client’s lives.
Proactive and Dynamic
We work with select Financial Advisors across the country.
Risk-Conscious Investment Strategies
We study how various market scenarios have played out to develop strategies that aim to stay a move ahead of future ones.
Research-based portfolio options to cater to a client’s specific risk tolerance.
Active/Passive Exchange-Traded Funds that adjust based on market signals.
Sometimes two heads are better than one. The same goes for investment strategies.
Successful quant strategies are dynamic in nature.
Fortis Portfolio Blog
Optimism with Caution
The year started with an upward trend for...
Bond and Equity Markets Bolstered by Positive Economic Data
Positive economic data released in the early...
Final Reflection & Forecast for 2023
The stock market forecast for 2023 is as...
A Conflicted Bear Market
The convergence of high inflation, higher...
Rollercoaster: Redefined in Q3 2022
Market turbulence is an understatement of how...
A Delicate Balance
Visualize a cloudless, cerulean sky with the...
Offer dynamic & risk-conscious investment strategies to your clients by working with Fortis.
Not an Advisor? Find Your Match