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Arlie S

CFP®, Series 63

Seattle, WA

Fortis Capital Management LLC

Arlie Skurdal is a CFP® with 20 years of experience in the financial industry and is affiliated with Fortis Capital Management LLC in Seattle, WA. He serves as the club secretary for the University Kiwanis Foundation and provides professional consulting, including conducting Goals & Money seminars. Fortis Capital Management serves individuals, families, and institutional clients by offering financial planning and discretionary portfolio management across a wide range of investments. The firm employs both active and passive investment strategies, combining low-cost index allocations with concentrated equity approaches and thematic strategies.

Active portfolio management Passive / index investing Options & derivatives strategies Private / alternative investments Tax-loss harvesting Founder/Business Owner Executive
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