Investment Strategies
Fortis Risk-Controlled Strategies
It all starts with defining risk
Risk-controlled Strategies from Fortis are exclusively available to financial advisors who Fortis elects to work with. Fortis chooses advisors who are dedicated to evaluating their client’s risk level first in order to help them select an appropriate strategy. Fortis has multiple strategies for an advisor to select from, based on their clients needs.
Risk-Conscious Investment Strategies
We study how various market scenarios have played out to develop strategies that aim to stay a move ahead of future ones.
Stock
Research-based portfolio options to cater to a client’s specific risk tolerance.
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ETF
Active/Passive Exchange-Traded Funds that adjust based on market signals.
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Combination
Sometimes two heads are better than one. The same goes for investment strategies.
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Quant
(Coming Soon)
Successful quant strategies are dynamic in nature.
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Fortis Portfolio Blog
Unique Stock Market Rally: Driven by Seven Artificial Intelligence (AI)-Related Stocks
Equity markets surged in the first half of...
Bond and Equity Markets Bolstered by Positive Economic Data
Positive economic data released in the early...
Final Reflection & Forecast for 2023
The stock market forecast for 2023 is as...
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Offer this level of strategy to your clients by working with Fortis.
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