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.

Learn More

ETF

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

Learn More

Combination

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

Learn More

Quant

(Coming Soon)

Successful quant strategies are dynamic in nature.

Learn More

Let's Talk!

Offer this level of strategy to your clients by working with Fortis. 
Not an Advisor? Find Your Match