Empowering Growth

 

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.

Meridith Hutchens—Founder

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.

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Research Driven

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Risk-Conscious

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Proactive and Dynamic

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Vigilant Monitoring

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. 

Stock

Research-based portfolio options to cater to a client’s specific risk tolerance.

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ETF

Active/Passive Exchange-Traded Funds that adjust based on market signals.

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Combination

Sometimes two heads are better than one. The same goes for investment strategies.

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Quant

(Coming Soon)

Successful quant strategies are dynamic in nature.

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Fortis Portfolio Blog

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

Not an Advisor? Find Your Match