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
Inflation and the Two Americas
The markets received a bonanza of economic...
The Dashboard No One Wants to See at Mid-Year
The S&P is down about 21% year-to-date,...
The Markets Have Performed The Hat Trick
On June 13, the S&P closed down 21.8%...
Stagflation
How do you lower inflation, largely through interest rate increases, but avoid throwing the economy into a recession and creating higher unemployment?
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Offer this level of strategy to your clients by working with Fortis.
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