FORTERIS WEALTH MANAGEMENT, INC.

Overview

Forteris Wealth Management, Inc. is an independent registered investment adviser that focuses on fee-based planning and discretionary portfolio management for individuals, families and institutions. The firm leans toward equity-centered portfolios, using exchange-traded instruments as a core building block while supplementing client allocations with traditional fixed income and selected third‑party alternative managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and institutional portfolio oversight, and its billing mixes percentage-of-AUM, hourly and fixed fees. Portfolio construction at Forteris favors liquid, cost-efficient exposures: broad-market and factor-oriented ETFs sit at the center of many client accounts, with individual equities used selectively. The firm also allocates to private-market or less liquid strategies through third‑party managers where appropriate — specifically hedge funds, direct real estate and REITs — and uses annuities, mutual funds and corporate debt to fill income and liability-matching needs.

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