Income & Growth
Investment Strategies

Why Fortis Portfolio Solutions for Institutions?

In an ever-evolving financial landscape, advising clients with a risk-conscious strategy isn’t just sound practice—it’s an imperative for their financial security. As a financial advisor, the recognition of risk factors informs every facet of portfolio management, ensuring that clients’ investments are not only poised for potential growth but are also resilient against market fluctuations. Striking this balance can be the difference between a portfolio that thrives and one that merely survives.

Market Volatility

Our risk conscience ETF strategies are constructed specifically to control equity exposure by a specific percentage of 100%, 80%, 60%, and 40%. Both global and U.S. only portfolios allow you the flexibility to fit your client’s needs.

Generating Income:

Both our ETF strategies and stock strategies are designed to fit into diversified investment strategies that have shown to be optimal for reducing volatility to lessen the chance of your client running out of money in retirement.

Tax Optimization

The largest cost your client will face in retirement is taxes. Our tax efficient ETF and Stock strategies give you the opportunity to provide a smother experience for your client when managing taxes consequences of their investments.

We focus on market
trends, so you don’t
have to.™

The risk-conscious strategies from Fortis offer a stong foundation for advisors to build a financial blueprint upon, one that is in-tune with the markets and their client’s lives.

Research Driven


Proactive and Dynamic


Risk-Conscious Investment Strategies

We study how various market scenarious have played out to develop strategies that
aim to stay  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.

Create Your Own

Successful quant strategies are dynamic in nature.

Fortis Portfolio Blog

Contact Us

Offer dynamic & risk-conscious investment strategies to your clients by working with Fortis.

Fortis Portfolio Solutions empowers advisors to offer risk-conscious, analytic-based investment strategies to their clients under their own roof.

IMPORTANT NOTE: Fortis Portfolio Solutions. LLC. (FPS) is an SEC registered investment adviser located in Schaumburg. Illinois. SEC Registration does not imply a certain level of skill or training. FPS only transacts business in states where it is properly registered or in compliance with applicable state regulations. Individualized responses that involve actual or contemplated securities transactions or the rendering of personal investment advice for compensation will not be made absent compliance with all applicable investment adviser regulation requirements. Please contact us if there are any questions.

FPS and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which it maintains clients. FPS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any illustrations used in this website are hypothetical unless noted otherwise. The results achieved by individual clients will vary and will depend on a number of factors including the particular underlying investments and their dividend yield, option market liquidity, interest rate levels, implied volatility, and the client's expressed return and risk parameters at the time the service is initiated and during the term Past performance is not a guarantee of future returns. Investing in options involves risks that must be considered and reviewed with a professional prior to investing. This website is not intended for the giving of investment advice to any single investor or group of investors and no investor should rely upon or make any investment decisions based solely upon contents of the website.

Before engaging in the purchase or sale of exchange-traded options, investors should understand the nature and extent of their rights and obligations and be aware of the risks involved, including the risks pertaining to the business and financial condition of the issuer of the underlying stock. Listed options are not suitable for all investors. Prior to buying or selling options, a person must be provided with and review a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. A copy of this document may be obtained from FPS Compliance Department. 1901N. Roselle Road. Suite 812. Schaumburg. Illinois 60195.

FPS services including its model portfolios should be considered in connection with its written disclosure brochure (i.e.. Form ADV Part 2A) and its Form CRS. copies of which are available for free by calling (713) 854-6442 or emailing David Guzy at No portion of this website should be interpreted as legal accounting or tax advice. Clients who need such services will be given a referral The information contained on this website, including links to third party websites and any data, have been obtained from sources believed to be reliable, but we cannot guarantee the accuracy or completeness of the same.

The statistical information included in this website is based on model portfolios. They represent the hypothetical results that one may have achieved using this strategy for the specified time period. The performance is measured gross of commissions, transaction fees, and management fees.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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