FORTIS WEALTH MANAGEMENT, LLC

Overview

Fortis Wealth Management, LLC is a small, fee-based advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm’s advisory services center on discretionary portfolio management for individuals and small businesses, pension consulting work and the selection of outside advisers when specialized manager skill is required. Its stated investment approach emphasizes public funds and mutual funds as core building blocks, while also allocating to third‑party managed real estate strategies as a complementary sleeve. Fortis charges clients on a percentage‑of‑AUM basis and does not list ESG as an active investment focus. Given the firm’s scale and product mix, Fortis appears to use mutual funds for broad market exposures and manager access, and to turn to external specialist managers for real estate allocations and other specialized strategies. The selection-of-other-advisers activity indicates the firm will outsource manager research and due diligence when pursuing niche or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices