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Marcus B
Series 65, Series 63
Dana Point, CA
Fortuna Investors LLC
Marcus Brutoco is a financial advisor at Fortuna Investors LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PAM and Griffin Capital Securities, LLC. Outside of his advisory role, he is also an independent insurance agent appointed with various carriers. Fortuna Investors LLC provides discretionary portfolio management and financial planning to individual and corporate clients, often focusing on ETF-based portfolios with dynamic asset allocation. The firm employs quantitative analysis and modern portfolio theory in managing accounts on a discretionary basis with monthly reviews.
Vedant M
Series 63, Series 65
Jupiter, FL
Fortuna Investors LLC
Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.
Brent H
Series 65, Series 63
South Lake Tahoe, CA
Fortuna Investors LLC
Brent Hause is a financial advisor with Fortuna Investors LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has previously worked at Griffin Capital Securities and Access Securities. Outside of financial advising, Brent is a part-owner of Tahoe Home Consignment Inc., a retail home furnishings business in South Lake Tahoe, CA, where he advises on business strategy on a part-time basis. Fortuna Investors LLC provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as corporate clients. The firm typically constructs ETF-focused portfolios using quantitative analysis and modern portfolio theory, managing accounts on a discretionary basis with monthly reviews and customized model portfolios.
Michael R
Series 65
Jupiter, FL
Fortuna Investors LLC
Michael Ritger is a financial advisor with Fortuna Investors LLC in Jupiter, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Fortuna Investors since 2014 and was self-employed from 2014 to 2017. Outside of his advisory role, Mr. Ritger and his wife manage a non-financial business providing marketing, writing, and copy editing services. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs quantitative analysis and modern portfolio theory, focusing on dynamic asset allocation and long-term trading with portfolios concentrated in exchange-traded funds.
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