Investment Solutions

Quant Strategies

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. 

As an advisor, you face growing pressure to protect your bottom line.  To stay competitive, the decision to leverage external investment support becomes clear when affordable, flexible, and customized solutions are at your fingertips. 

Meridith L. Hutchens

Founder

Quant Stock Strategies

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Quant Stock Strategies

Smart Beta Factor Strategy

Alpha Capture Strategy

Tax Efficient Strategy

ESG Strategy

Velocity Strategy

Quant ETF Strategies

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Quant ETF Strategies

Sector Rotation ETF Strategy

Alpha Capture ETF Strategy

Real Assets Defensive ETF Strategy

Yield Optimizer ETF Strategy

More Fortis Strategies

Multi-factored strategies focused on taking compensated risk

Stock Strategies

Research-based portfolio options to cater to a client's audience with the aim of optimizing returns with a risk-conscious approach.

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Current Offerings:

Fortis Leaders 50 Stock Strategy

Fortis Alpha 40 Stock Strategy

ETF Strategies

Active/Passive Exchange Traded Funds that adjust based on market signals with the aim of optimizing returns with a risk-conscious approach.

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Current Offerings:

Global:

  • Fortis Active/Passive Global ETF 100% Max Equity Exposure
  • Fortis Active/Passive Global ETF 80% Max Equity Exposure
  • Fortis Active/Passive Global ETF 60% Max Equity Exposure
  • Fortis Active/Passive Global ETF 40% Max Equity Exposure

 

U.S.

  • Fortis Active/Passive US ETF 100% Max Equity Exposure
  • Fortis Active/Passive US ETF  80% Max Equity Exposure
  • Fortis Active/Passive US ETF  60% Max Equity Exposure
  • Fortis Active/Passive US ETF  40% Max Equity Exposure

Combination Strategies

Sometimes two heads are better than one. The same goes for investment strategies, with the aim of optimizing returns with a risk-conscious approach.

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Current Offerings:

Fortis Leaders 50 Stock and Global ETF:

  • Fortis Double Play Leaders 50 Strategy 100% Max Equity
  • Fortis Double Play Leaders 50 Strategy 80% Max Equity
  • Fortis Double Play Leaders 50 Strategy 60% Max Equity
  • Fortis Double Play Leaders 50 Strategy 40% Max Equity

 

Fortis Leaders 50 and US ETF:

  • Fortis U.S.Double Play Leaders 50 Strategy 100% Max Equity
  • Fortis U.S.Double Play Leaders 50 Strategy 80% Max Equity
  • Fortis U.S.Double Play Leaders 50 Strategy 60% Max Equity
  • Fortis U.S.Double Play Leaders 50 Strategy 40% Max Equity

 

Fortis Leaders 50, Fortis Alpha 40, Global ETF:

  • Fortis Triple Play Strategy 100% Max Equity
  • Fortis Triple Play Strategy 80% Max Equity
  • Fortis Triple Play Strategy 60% Max Equity
  • Fortis Triple Play Strategy 40% Max Equity

Quant Models

Aim: Optimize returns with risk compensation approach.

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Quant Stock Strategies

Smart Beta Factor Strategy

Alpha Capture Strategy

Tax Efficient Strategy

Global Stock Strategy

Small Cap Stock Strategy

Faith Based Strategy

ESG Strategy

Quant ETF Strategies

Sector Rotation ETF Strategy

Alpha Capture ETF Strategy 

Real Assets Defensive ETF Strategy

International ETF Strategy

Yield Optimizer ETF Strategy

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Offer this level of strategy to your clients by working with Fortis. 
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