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Jun 20, 2024

FORTIS PORTFOLIO SOLUTIONS, LLC

200 E. Randolph St.

Suite 5100

Chicago, IL 60601

Mon-Friday, 8am to 5pm,
Closed Sundays

Evenings available upon request

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Disclosures

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Fortis Portfolio Solution’s Form ADV2 located in the Client Resource section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risks

Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Fortis Portfolio Solutions may choose to invest accounts, including accounts which have assets with Fortis Portfolio Solutions determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Fortis Portfolio Solutions may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that Dynamic investment strategy approaches come with the risk of loss. Tax Sensitive strategies are not concerned with overall market risks, staying invested even during bear markets. While Dymanic strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning

Fortis provides general financial planning and in-depth retirement planning services to Clients that specifically engage Fortis for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Fortis, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Privacy Policy

This Privacy Policy describes how Fortis Portfolio Solutions, LLC and it’s affiliates, including Fortis Private Wealth ,collects, uses, stores and discloses personal information if you visit fortisportfolio.com, engage with our representatives over the phone or in our office, use or receive our investment advisory or financial planning services (our “Investment Services”), contact us, receive our communications, attend our events or otherwise engage with us in a business to business capacity.

By visiting this website made available by Fortis (the “Site”), you agree to be bound to the terms and conditions of this Privacy Policy and Terms of Use, which may be updated by us at any time. Your continued engagement with the Site or our services to which this Privacy Policy applies after any revisions indicates that you accept and consent to them. If you do not agree, please do not use or access the Site or our services. To review our past website privacy policies, please click ( privacy policy )

Terms of Use

AGREEMENT TERMS OF USE :Please read the following terms and conditions (“Terms of Use”) before using any website or client portal made available by Fortis Portfolio Solutions, LLC, and its affiliates, including Fortis Private Wealth Inc. Your access to and use of any of our websites or client portals, including without limitation fortisportfolio.com is subject to these Terms of Use and all applicable laws and regulations. The Terms of Use constitute a legal agreement between you and Fortis. The Site is available only to, and may only be used by, individuals who can form legally binding contracts under applicable law. Without limiting the foregoing, the Site is not available to children (persons under the age of 18).

YOU ACKNOWLEDGE AND AGREE THAT, BY ACCESSING OR USING THE SITE, YOU ARE INDICATING THAT YOU HAVE READ, UNDERSTAND AND AGREE TO BE BOUND BY THESE TERMS OF USE. YOU ALSO AFFIRM THAT YOU ARE AT LEAST 18 YEARS OF AGE. IF YOU DO NOT AGREE TO THESE TERMS OF USE, THEN YOU HAVE NO RIGHT TO ACCESS OR USE THE SITE, AND YOU AGREE TO MAKE NO SUCH ACCESS OR USE.

IMPORTANT NOTICE: THIS AGREEMENT CONTAINS A MANDATORY ARBITRATION PROVISION THAT, AS FURTHER SET FORTH BELOW, REQUIRES THE USE OF ARBITRATION ON AN INDIVIDUAL BASIS TO RESOLVE DISPUTES, RATHER THAN JURY TRIALS OR ANY OTHER COURT PROCEEDINGS, OR CLASS ACTIONS OF ANY KIND.

To learn more, click here: Terms of Use

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