Advisor Resources

We focus on market trends, so you don’t have to.


Fortis leverages and engineers powerful research and investment management services to keep you going forward.

With our dynamic approach to markets, timely reporting, proprietary research and investment strategies, you are empowered to focus on what you do best—dazzle your clients. We enhance your marketing efforts by providing you access to a unique set of tools to grow your business.

Risk Management

Fortis puts defining risk at the forefront of its investment strategies.

Dynamic Research

Fortis provides a clear snapshot of the factors that effect investment strategies.

What would you do with 20% more time to spend with clients?

How much of your week is spent reading signals, evaluating risk-tolerance, and generally fretting over the ever-changing markets? Take back the time you enjoy having meaningful interactions with your clients, maybe even over a coffee.