Austin, TX Office

Fort Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning, and it also conducts due diligence and monitoring for private investment fund opportunities. The firm commonly recommends third‑party money managers (subadvisors/TPMMs) and acts as the primary financial adviser while the selected manager handles portfolio trading and reporting.

The firm’s investment approach draws on multiple methods including fundamental and technical analysis, quantitative models, modern portfolio theory, and cyclical analysis, and it employs a range of strategies from long‑ and short‑term trading to options and margin where appropriate. Client accounts are managed according to individualized Investment Policy Statements and may be managed on a discretionary basis when authorized by the client; Fort Advisors performs periodic and event‑driven reviews and monitors subadvisor performance at least annually.

A notable distinction is the firm’s affiliation with an independent insurance agency and the fact that its investment adviser representatives may be licensed to sell insurance products and receive commissions—a conflict the brochure discloses and addresses, including in rollover recommendations. The firm also provides specific private investment fund due diligence and includes private fund holdings in its asset calculations, and it manages roughly $146 million in discretionary assets with a small advisory team.