Fortis Portfolio Solutions, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 314886
- Registered since
- August 9, 2021
- Website
- www.fortisportfolio.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fortis Portfolio Solutions, LLC is an independent, SEC-registered RIA formed in 2021 and organized as an LLC under individual ownership. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its advisory practice centers on discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fortis does not market itself as an ESG-focused manager, is not registered as a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Non-Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Meridith Hutchens
Founder and CIOCRD 2370626
David Guzy
Chief Compliance OfficerCRD 7115293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 200 E Randolph St
- Time zone
- CT (UTC-6)
- Office locations
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