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.

Fortis Leaders Double Play

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

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%

We study how various market scenarious have played out to develop strategies that
aim to stay  move ahead of future ones.


Active/Passive Exchange-Traded Funds that adjust based on market signals.


Sometimes two heads are better than one. The same goes for investment strategies.

Create Your Own

Successful quant strategies are dynamic in nature.

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Offer dynamic & risk-conscious investment
strategies to your clients by working with Fortis.

Fortis Portfolio Solutions empowers advisors to offer risk-conscious, analytic-based investment strategies to their clients under their own roof.

IMPORTANT NOTE: Fortis Portfolio Solutions. LLC. (FPS) is an SEC registered investment adviser located in Schaumburg. Illinois. SEC Registration does not imply a certain level of skill or training. FPS only transacts business in states where it is properly registered or in compliance with applicable state regulations. Individualized responses that involve actual or contemplated securities transactions or the rendering of personal investment advice for compensation will not be made absent compliance with all applicable investment adviser regulation requirements. Please contact us if there are any questions.

FPS and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which it maintains clients. FPS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any illustrations used in this website are hypothetical unless noted otherwise. The results achieved by individual clients will vary and will depend on a number of factors including the particular underlying investments and their dividend yield, option market liquidity, interest rate levels, implied volatility, and the client's expressed return and risk parameters at the time the service is initiated and during the term Past performance is not a guarantee of future returns. Investing in options involves risks that must be considered and reviewed with a professional prior to investing. This website is not intended for the giving of investment advice to any single investor or group of investors and no investor should rely upon or make any investment decisions based solely upon contents of the website.

Before engaging in the purchase or sale of exchange-traded options, investors should understand the nature and extent of their rights and obligations and be aware of the risks involved, including the risks pertaining to the business and financial condition of the issuer of the underlying stock. Listed options are not suitable for all investors. Prior to buying or selling options, a person must be provided with and review a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. A copy of this document may be obtained from FPS Compliance Department. 1901N. Roselle Road. Suite 812. Schaumburg. Illinois 60195.

FPS services including its model portfolios should be considered in connection with its written disclosure brochure (i.e.. Form ADV Part 2A) and its Form CRS. copies of which are available for free by calling (713) 854-6442 or emailing David Guzy at No portion of this website should be interpreted as legal accounting or tax advice. Clients who need such services will be given a referral The information contained on this website, including links to third party websites and any data, have been obtained from sources believed to be reliable, but we cannot guarantee the accuracy or completeness of the same.

The statistical information included in this website is based on model portfolios. They represent the hypothetical results that one may have achieved using this strategy for the specified time period. The performance is measured gross of commissions, transaction fees, and management fees.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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