Investment Solutions
ETF Strategies
Seeking to control risk without sacrificing performance is our investment philosophy’s foundation. The flexibility to adapt to a changing financial landscape involves a keen eye on technical and economic indicators and a comprehensive, multidimensional approach to risk management. Our goal is to provide the best possible risk-adjusted returns while avoiding unnecessary or unplanned risks.
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
More Fortis Strategies
Simplified Options. Robust Strategies.
Stock Strategies
Research-based portfolio options to cater to a client's audience with the aim of optimizing returns with a risk-conscious approach.
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.
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.
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.
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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