FORTITUDE FINANCIAL LLC

Overview

Fortitude Financial LLC is an independent registered investment advisor focused on financial planning and portfolio management for individuals, families and small-business clients. The firm operates on a fee model that combines a percentage of assets under management with ad hoc hourly charges for planning work. Investment activity centers on fund-based strategies: the firm’s reported asset mix shows a heavy reliance on public funds and mutual funds as core building blocks, supplemented by targeted allocations to real estate-related strategies and annuity products where appropriate. Fortitude Financial describes itself as an active ESG investor, which suggests ESG screens or ESG-focused funds are integrated into client mandates rather than being an occasional overlay. The firm is structured as a limited liability company owned by an individual and registered with the SEC in 2021. Its client base spans high-net-worth individuals and families as well as institutional relationships, and its advisory scope is concentrated on personalized planning and discretionary portfolio management for individuals and small businesses. Fortitude does not act as a capital allocator running proprietary alternative funds; instead it sources third-party managers for specialized exposures.

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Location & Offices