Fortifi Capital, LLC

Overview

Fortifi Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management focused on individuals and small businesses, while also serving institutional and family clients. Fortifi operates as a capital allocator, charging fees on a percentage-of-AUM basis and offering hourly billing for certain services. It does not position itself as an ESG-focused or multi-state adviser and does not report pension consulting or related-adviser activity.

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Location & Offices