We Follow the Markets
So You Don’t Have To.

Fortis Portfolio Solutions operates two distinct divisions — each built around the same philosophy of independent thinking, dynamic investment philosophy, and transparent performance.

Discretionary investment management for high net worth individuals with a minimum of $2 million in investable assets. GIPS-verified institutional models, rigorous quantitative research, and a dedicated investment team — with AUM-based fees.

Quantitative research, market analytics, and data-driven investment intelligence for institutions and sophisticated advisors. Powered by the same proprietary research engine behind Fortis Private Wealth — delivered as a standalone analytics and research platform.