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.
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
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
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
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.
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.
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.
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.
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.
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
Fortis Portfolio Blog
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Let's Talk!
Offer this level of strategy to your clients by working with Fortis.
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