Investment Philosophy

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.

Are you frustrated with rules-based and algorithmic strategies that underperform?

 Successful quant strategies are dynamic and involve a series of decisions and judgements as market conditions change, rather than static rules or algorithms.

Let us open your eyes to the benefits of our proprietary risk models alongside quantitative themed investment strategies.

Research Driven

Our approach is deeply rooted in research-driven methodologies, leveraging both technical analysis and fundamental analysis to guide our investment strategies.

Technical analysis allows us to interpret market psychology through price movements and volume data, helping predict future activity based on historical patterns. On the other hand, fundamental analysis dives deep into the economic indicators, company financials, and industry conditions to assess an asset's intrinsic value. By marrying these two approaches, we craft investment portfolios that are not just resilient but are positioned to capitalize on market opportunities, ensuring our clients achieve their financial objectives with confidence.


There are two pitfalls that we aim to help advisors and their investors avoid. One: underestimating risk, both theoretically in regards to what it will take to meet their goals as well as technically, when evaluating the actual amount of risk achieved in their portfolios. Two: targeting dollar exposures instead of risk exposures, which can lead to unnecessarily wild swings in risk over time, even if they are taking the right amount of risk.

Taking enough risk and planning with the intention to consistently achieve that risk target is the first step an advisor should take with our strategies.

Proactive and Dynamic

In today’s ever changing financial landscape, changes take place at an accelerated rate. The marketplace has become more volatile due to the overwhelming number of traders and algorithmic computer programs that trade in seconds instead of minutes, causing significant volatility in the traditional buy and hold strategy. That is why we continually monitor the markets and consider how changing conditions might impact portfolio holdings.

Our proactive approach to portfolio management and analysis takes the emotion out of investing, showing advisors clear, confident directions to take their clients.

Vigilant Monitoring

In the investing world, time, trust and opportunity do not count for much unless they are underpinned by a firm bedrock of consistency. In our minds, gains are only a success if they can be repeated. We strive to develop strategies that perform day after day, month after month, decade after decade.

Our pro-active approach to portfolio management is shared with you when changes are made. You will be better able to communicate with your client's about the rationale behind our buy and sell decisions.

We study how various market scenarious have played out to develop strategies that
aim to stay  move ahead of future ones.


Research-based portfolio options to cater to a client’s specific risk tolerance.


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


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

Create Your Own

Successful quant strategies are dynamic in nature.

Fortis Portfolio Blog

Contact Us

Offer dynamic & risk-conscious investment
strategies to your clients by working with Fortis.

Fortis Portfolio Solutions empowers advisors to offer risk-conscious, analytic-based investment strategies to their clients under their own roof.

IMPORTANT NOTE: Fortis Portfolio Solutions. LLC. (FPS) is an SEC registered investment adviser located in Schaumburg. Illinois. SEC Registration does not imply a certain level of skill or training. FPS only transacts business in states where it is properly registered or in compliance with applicable state regulations. Individualized responses that involve actual or contemplated securities transactions or the rendering of personal investment advice for compensation will not be made absent compliance with all applicable investment adviser regulation requirements. Please contact us if there are any questions.

FPS and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which it maintains clients. FPS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any illustrations used in this website are hypothetical unless noted otherwise. The results achieved by individual clients will vary and will depend on a number of factors including the particular underlying investments and their dividend yield, option market liquidity, interest rate levels, implied volatility, and the client's expressed return and risk parameters at the time the service is initiated and during the term Past performance is not a guarantee of future returns. Investing in options involves risks that must be considered and reviewed with a professional prior to investing. This website is not intended for the giving of investment advice to any single investor or group of investors and no investor should rely upon or make any investment decisions based solely upon contents of the website.

Before engaging in the purchase or sale of exchange-traded options, investors should understand the nature and extent of their rights and obligations and be aware of the risks involved, including the risks pertaining to the business and financial condition of the issuer of the underlying stock. Listed options are not suitable for all investors. Prior to buying or selling options, a person must be provided with and review a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. A copy of this document may be obtained from FPS Compliance Department. 1901N. Roselle Road. Suite 812. Schaumburg. Illinois 60195.

FPS services including its model portfolios should be considered in connection with its written disclosure brochure (i.e.. Form ADV Part 2A) and its Form CRS. copies of which are available for free by calling (713) 854-6442 or emailing David Guzy at No portion of this website should be interpreted as legal accounting or tax advice. Clients who need such services will be given a referral The information contained on this website, including links to third party websites and any data, have been obtained from sources believed to be reliable, but we cannot guarantee the accuracy or completeness of the same.

The statistical information included in this website is based on model portfolios. They represent the hypothetical results that one may have achieved using this strategy for the specified time period. The performance is measured gross of commissions, transaction fees, and management fees.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

© 2024 Fortis Portfolio Strategies - All Rights Reserved

Yes, I would like a Fortis brochure.

Join our mailing list to receive the Fortis brochure. Please select the brochure you would like to receive in our dropdown menu.

You have requested a copy of the Fortis brochure. Please be sure to check your email (including junk/spam).