Investment Solutions

Services for Advisors

 

We empower advisors by providing high-quality investment strategies to offer clients who value a risk-conscious approach to investing.
Our investment strategies are available to fit the needs of your practice, whether you use a third-party investment manager, manage your portfolios in-house, or would like to create your own investment line-up. Choose one of our existing strategies, use our quant models, or customize your own. 

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

Meridith L. Hutchens

Founder

Third Party Asset Manager

Use our existing lineup of risk-conscience investment strategies through a TAMP of your choice. We provide sales and marketing materials to support your efforts, ongoing communication with timely updates and insights to support your business. 

Current custodians include:

TD Ameritrade/Schwab, Fidelity, Goldman Sachs, Pershing, Raymond James

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Subadvisory 

Hire us to help you identify, evaluate, and manage investments within your existing managed portfolios or use ours. Our objectivity, experience, track record, and state-of-the-art resources will enable you to tap into an expanded world of investment strategies or improve your existing process.

  • Strategy brochure template
  • Monthly, quarterly rebalance trade list with rationale
  • Macro and strategy commentary
  • Hypothetical illustration templates

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White Label Asset Management

Launch your firm’s brand of investment strategies. Ramp up quickly with pre-built or custom-built investment strategies to enhance your offerings. We can consult with you to develop a suite or single investment strategy to differentiate yourself from the competition.

  • Monthly, Quarterly rebalance trade list with rationale
  • Macro and strategy commentary
  • Hypothetical illustration templates

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Outsourced Chief Investment Officer (OCIO)

We can act as your Outsourced Chief Investment Officer (OCIO), providing the expertise and guidance necessary to help your organization offer investment strategies that meet client goals. As your OCIO, we’ll take on the responsibility of evaluating the macroeconomic environment, monitoring market trends ,and developing strategies that are designed to deliver attractive risk-adjusted returns. We also take advantage of innovative tools like artificial intelligence to evaluate large data sets and help identify undetected relationships between variables that influence the returns of asset types, industries, and individual stocks. Even though we aren’t in-house, our top priority is making you feel like you have a CIO that is dedicated, accessible, collaborative, and transparent.

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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

Let's Talk!

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