FORTIS PRIVATE WEALTH ADVISORS, LLC

Overview

Fortis Private Wealth Advisors, LLC is a fee-based registered investment adviser formed as a limited liability company and registered with the SEC in 2019. The firm focuses on discretionary portfolio management for high-net-worth individuals and families and small-business owners. Its mandate is oriented toward capital preservation and income: the firm shows a strong fixed-income bias, with U.S. government bonds forming the core of client portfolios, while supplementing income and return objectives with selective alternative exposures. Fortis does not position itself as an ESG or pension consultant and is not listed as a capital allocator. Advisory activity is concentrated and relationship-driven — the small client roster suggests a high-touch, bespoke approach rather than mass-market model. Fees are charged as a percentage of assets under management.

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Location & Offices