Who We Are

Fortis Portfolio Solutions

 

Our mission is to empower advisors to offer risk-negating, analytic-based investment strategies to their clients under their own roof.

Investment Philosophy

This isn’t the Wall Street of years ago. With the influx of information sources and new technology that has emerged, the demands on wealth advisors are greater than ever. Knowing advisors are looking for someone who shares an investment philosophy similar to their own, we’ve laid ours out for you.

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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