Investment Solutions 

Combination Strategies

 

Fortis Portfolio Strategies has combination strategies for investors that want to use Stocks and ETF instruments. We seek to provide the benefits of indexing with strategic stock selection, believing that this diversification will allow investors to participate in broad market participation through indexing and narrow stock selection.

Get the best of both worlds. We allow advisors to combine our most popular strategies into one account, avoiding the hassle of opening two accounts. You can achieve more diversification, and allow investors to experience owning both stocks and ETFs.

Meridith L. Hutchens

Founder

The strategy draws upon the methodology used to build our stock and ETF portfolio strategies: the Fortis Leaders Double Play and Fortis Leaders 50 Stock Strategy.

The stock component invests into large and mid-cap companies we believe to be industry leaders, selected based on technical and fundamental characteristics to create a ranking score at the sector and individual stock level. The discipline of the strategy prescribes that no sector will supersede its percentage allocation of more than 150% of its weighting to the S&P 500. Additionally, target weightings for each of the fifty underlying stock holdings are 2%, never exceeding 5% of the total portfolio value. There is no maximum or minimum stock or cash allocation restriction.

The ETF component gives access to investors seeking to control risk through a dynamic risk conscience approach to investing in the four broad asset allocations of Equities/Fixed Income/Commodities/Cash through ETF Investing. No limitations imposed on the percentage allocation to Equity, Fixed Income, or Cash. Commodity allocation cannot exceed a maximum of 20%

More Fortis Strategies

Our proactive risk controlled strategies aim to stay a move ahead of the markets.

Stock Strategies

Research-based portfolio options to cater to a client's audience with the aim of optimizing returns with a risk-conscious approach.

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Current Offerings:

Fortis Leaders 50 Stock Strategy

Fortis Alpha 40 Stock Strategy

ETF Strategies

Active/Passive Exchange Traded Funds that adjust based on market signals with the aim of optimizing returns with a risk-conscious approach.

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Current Offerings:

Global:

  • Fortis Active/Passive Global ETF 100% Max Equity Exposure
  • Fortis Active/Passive Global ETF 80% Max Equity Exposure
  • Fortis Active/Passive Global ETF 60% Max Equity Exposure
  • Fortis Active/Passive Global ETF 40% Max Equity Exposure

 

U.S.

  • Fortis Active/Passive US ETF 100% Max Equity Exposure
  • Fortis Active/Passive US ETF  80% Max Equity Exposure
  • Fortis Active/Passive US ETF  60% Max Equity Exposure
  • Fortis Active/Passive US ETF  40% Max Equity Exposure

Combination Strategies

Sometimes two heads are better than one. The same goes for investment strategies, with the aim of optimizing returns with a risk-conscious approach.

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Current Offerings:

Fortis Leaders 50 Stock and Global ETF:

  • Fortis Double Play Leaders 50 Strategy 100% Max Equity
  • Fortis Double Play Leaders 50 Strategy 80% Max Equity
  • Fortis Double Play Leaders 50 Strategy 60% Max Equity
  • Fortis Double Play Leaders 50 Strategy 40% Max Equity

 

Fortis Leaders 50 and US ETF:

  • Fortis U.S.Double Play Leaders 50 Strategy 100% Max Equity
  • Fortis U.S.Double Play Leaders 50 Strategy 80% Max Equity
  • Fortis U.S.Double Play Leaders 50 Strategy 60% Max Equity
  • Fortis U.S.Double Play Leaders 50 Strategy 40% Max Equity

 

Fortis Leaders 50, Fortis Alpha 40, Global ETF:

  • Fortis Triple Play Strategy 100% Max Equity
  • Fortis Triple Play Strategy 80% Max Equity
  • Fortis Triple Play Strategy 60% Max Equity
  • Fortis Triple Play Strategy 40% Max Equity

Quant Models

Aim: Optimize returns with risk compensation approach.

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Quant Stock Strategies

Smart Beta Factor Strategy

Alpha Capture Strategy

Tax Efficient Strategy

Global Stock Strategy

Small Cap Stock Strategy

Faith Based Strategy

ESG Strategy

Quant ETF Strategies

Sector Rotation ETF Strategy

Alpha Capture ETF Strategy 

Real Assets Defensive ETF Strategy

International ETF Strategy

Yield Optimizer ETF Strategy

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Offer this level of strategy to your clients by working with Fortis. 
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