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Fortis Portfolio

Strategy Brochures

Please click on a strategy to access the respective PDF.

Stock Strategies

Fortis Leaders 50 Stock Strategy

Fortis Alpha 40 Stock Strategy

Fortis Marathon Stock Strategy

ETF Strategies

Global:

  • Fortis Active/Passive Global ETF 100% max equity
  • Fortis Active/Passive Global ETF 80% max equity
  • Fortis Active/Passive Global ETF 60% max equity
  • Fortis Active/Passive Global ETF 40% max equity

 

U.S.

  • Fortis U.S. Active/Passive ETF 100% max equity
  • Fortis  U.S. Active/Passive ETF 80% max equity
  • Fortis U.S. Active/Passive ETF 60% max equity
  • Fortis U.S. Active/Passive  ETF 40% max equity

 

Combination Strategies

Fortis Leaders Double Play

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

    Services For Advisors
    • SubAdvisory
    • White Label Strategies
    • 3rd Party Asset Management
    Investment Strategies
    • Stock Strategies
    • ETF Strategies
    • Combination Strategies
    • Quant Strategies
    About
    • What We Do
    • Our Founder
    • Investment Philosophy
    • Meet the Team

    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.

    Read full disclosure here.

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    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. Some of this material was developed and produced by AZELLA to provide information on a topic that may be of interest. AZELLA is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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.

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