Empowering Growth
Fortis Portfolio Solutions empowers advisors to offer dynamic and risk-conscious investment strategies to discerning investors.
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.
Research Driven
Risk-Conscious
Proactive and Dynamic
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.
Learn More
ETF
Active/Passive Exchange-Traded Funds that adjust based on market signals.
Learn More
Combination
Sometimes two heads are better than one. The same goes for investment strategies.
Learn More
Quant
(Coming Soon)
Successful quant strategies are dynamic in nature.
Learn More
Fortis Portfolio Blog
Q4: Navigating Late-Cycle Investing
Investors find themselves faced with a...
Unique Stock Market Rally: Driven by Seven Artificial Intelligence (AI)-Related Stocks
Equity markets surged in the first half of...
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...
Let’s Talk!
Offer dynamic & risk-conscious investment strategies to your clients by working with Fortis.
Not an Advisor? Find Your Match