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.

Meridith L. Hutchens

Founder

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 100% max equity
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 100% max equity
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.

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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

Let's Talk!

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