Fortem Financial Group, LLC

Overview

Fortem Financial Group, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional investors, focusing on financial planning and portfolio management for individuals and small businesses. In addition to advisory services, Fortem operates as an insurance broker and engages in other financial product sales. Fee arrangements are flexible and include percentage-of-AUM fees, hourly and fixed fees, commissions, and other structures. The adviser does not identify as an active ESG investor and is not a multi-state or pension consultant adviser. It does not act as a capital allocator; instead, it uses third-party managers and product providers where appropriate.

Assets & Accounts

Public Holdings

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Location & Offices