What if you could combine the power of index investing with the ability to dial up or down equity exposure? The best of both worlds, in our opinion. Within our flagship Active/Passive ETF strategy your client’s have control over their personal risk preference also. We offer 4 versions of the portfolio for that very purpose.
The strategy 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 are imposed on the percentage allocation to equity allocations, and Commodity allocation cannot exceed a maximum of 20% exposure. Our strategy can make tactical changes any time with monthly or quarterly rebalancing, depending on the market climate.
Based on the plan they have developed with their advisor, investors can select the maximum amount of equity exposure and may also elect to eliminate global investments.
Over time, this strategy uses proprietary signals to anticipate favorable market conditions and increase equity opportunities accordingly.
Global ETF Options
Fortis Active/Passive Global ETF 80% max equity
Fortis Active/Passive Global ETF 60% max equity
Fortis Active/Passive Global ETF 40% max equity
Domestic ETF Options
Fortis U.S. Active/Passive ETF 80% max equity
Fortis U.S. Active/Passive ETF 60% max equity
Fortis U.S. Active/Passive ETF 40% max equity
Fortis Portfolio Blog
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