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.
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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
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.
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