Advisor Resources

Services for Advisors

We empower advisors by providing high-quality investment
strategies for their clients. 

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. 

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

Our Risk-Conscious Investment Strategies

We study how various market scenarious have played out to develop strategies that
aim to stay  move ahead of future ones.

Fortis Portfolio Blog

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.

FPS and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which it maintains clients. FPS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any illustrations used in this website are hypothetical unless noted otherwise. The results achieved by individual clients will vary and will depend on a number of factors including the particular underlying investments and their dividend yield, option market liquidity, interest rate levels, implied volatility, and the client's expressed return and risk parameters at the time the service is initiated and during the term Past performance is not a guarantee of future returns. Investing in options involves risks that must be considered and reviewed with a professional prior to investing. This website is not intended for the giving of investment advice to any single investor or group of investors and no investor should rely upon or make any investment decisions based solely upon contents of the website.

Before engaging in the purchase or sale of exchange-traded options, investors should understand the nature and extent of their rights and obligations and be aware of the risks involved, including the risks pertaining to the business and financial condition of the issuer of the underlying stock. Listed options are not suitable for all investors. Prior to buying or selling options, a person must be provided with and review a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. A copy of this document may be obtained from FPS Compliance Department. 1901N. Roselle Road. Suite 812. Schaumburg. Illinois 60195.

FPS services including its model portfolios should be considered in connection with its written disclosure brochure (i.e.. Form ADV Part 2A) and its Form CRS. copies of which are available for free by calling (713) 854-6442 or emailing David Guzy at david@fortisportfolio.com. No portion of this website should be interpreted as legal accounting or tax advice. Clients who need such services will be given a referral The information contained on this website, including links to third party websites and any data, have been obtained from sources believed to be reliable, but we cannot guarantee the accuracy or completeness of the same.

The statistical information included in this website is based on model portfolios. They represent the hypothetical results that one may have achieved using this strategy for the specified time period. The performance is measured gross of commissions, transaction fees, and management fees.

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. 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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