FORTIS WEALTH MANAGEMENT

Overview

Fortis Wealth Management is an independent, individual-owned RIA that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and client education. The firm charges fee-for-service via a percentage of AUM alongside hourly and fixed-fee arrangements, and manages client assets on a discretionary basis. Investment activity centers on public mutual funds as the primary vehicle for core allocations, while the firm also sources third-party alternative managers for private equity, venture capital, private placements, real estate and private credit when appropriate for client risk profiles and liquidity constraints. Fortis is not positioned as an ESG-focused manager and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices