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Marcus B

Series 63, Series 65

Dana Point, CA

Fortuna Investors LLC

Marcus Brutoco is a financial advisor at Fortuna Investors LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PAM and several self-employed ventures. 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, focusing on ETF-based portfolios that incorporate dynamic asset allocation and precious-metal ETFs. The firm employs quantitative analysis and modern portfolio theory with a long-term trading orientation, managing accounts on a discretionary basis with monthly reviews and personalized oversight.

Passive / index investing
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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.

Passive / index investing
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Brent H

Series 63, Series 65

South Lake Tahoe, CA

Fortuna Investors LLC

Brent Hause is a financial advisor with Fortuna Investors LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Griffin Capital Securities and Access Securities prior to joining Fortuna Investors. Outside of advisory work, Brent is a co-owner of Tahoe Home Consignment Inc., a retail home furnishings business in South Lake Tahoe, where he advises on business strategy on a part-time basis. Fortuna Investors LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and corporate clients. The firm focuses on ETF-centered portfolios using quantitative analysis and modern portfolio theory, managing accounts with individualized investment policies and monthly reviews.

Passive / index investing
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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.

Passive / index investing
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