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Two Divisions. One Standard of Excellence.

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.

Individual Investors
Fortis
Private Wealth
Wealth Management Clients

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.

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Institutions
Fortis
Analytics
Financial Advisors & Portfolio Managers

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.

Visit Fortis Analytics