FORTIS PORTFOLIO SOLUTIONS, LLC

Overview

Fortis Portfolio Solutions, LLC is an advisor that manages portfolios primarily for individual and family clients, using a percentage-of-AUM fee model. The firm emphasizes equity exposure, building portfolios largely around exchange-traded equities and separately managed account strategies. Its advisory mandate includes portfolio management for individuals and small businesses as well as for business or institutional clients. Fortis does not position itself as an active ESG investor and does not operate as a multi-state adviser or pension consultant. Investment activity centers on liquid equity strategies—both ETFs and individual equities—supplemented by traditional fixed income mutual funds and corporate debt. The firm also allocates to third-party alternative managers for specific exposures, which it uses to broaden return sources and diversify risk away from public markets.

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Public Holdings

Investments & Alternatives

Location & Offices