What We Do

Fortis Portfolio Solutions offers aunique combination of expertise across equities, fixed-income, alternatives and multi-asset strategies and a connected global network which helps us deliver differentiated insights and distinctive solutions to advance investors’ success.

Mission & Values

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FORTIS

Broad Solutions to Meet Your Goals

Fortis Portfolio Solutions is a leading global investment-management and research firm.

We strive to anticipate the needs of a broad spectrum of clients worldwide and deliver a comprehensive range of investment solutions to meet them today, tomorrow and beyond.

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FORTIS

Third Party Asset Management

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:

Schwab, Fidelity, Goldman Sachs, Pershing, Raymond James

FORTIS

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

FORTIS

White Label Investment Strategies

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

 

Our Team

Meridith L. Hutchens

Chief Investment Officer

Wall Street was an unusual career path for women in the mid-eighties. When Meridith Hutchens went to New York for a college ballet audition at that time, she had no idea her career desire and direction would change forever after visiting the NYSE.

David Guzy

Chief Operating Officer

David Guzy is the Chief Operating Officer and has been with the firm since inception. He oversees compliance as well as the movement of assets

Contact Us

Offer dynamic & risk-conscious investment
strategies to your clients by working with Fortis.

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

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.

© 2024 Fortis Portfolio Strategies - All Rights Reserved

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