A complete list of active advisors currently associated with Fortifi Capital, LLC

Warmer can help you find a great advisor at Fortifi Capital, LLC or one who fits your needs even better.

Fortifi Capital provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients), charitable organizations, and small businesses. Services include discretionary separately managed accounts (available on wrap or non-wrap bases), the preparation of investment policy statements, and periodic reporting. The firm combines quantitative, fundamental and cyclical analysis and implements a proprietary market-positioning calculation to set equity exposure, typically executing a monthly-rebalanced, ETF‑based "Defensive Selections" strategy. Fortifi also employs derivatives and exchange‑traded products — including options and leveraged/inverse ETFs — within managed accounts to adjust portfolio risk and positioning. Distinctive features include the routine use of derivatives and leveraged/inverse ETFs in separately managed accounts and the explicit acceptance of corporate/small-business and charitable clients alongside individual clients. All assets are managed in‑house rather than delegated to third‑party advisers, and the firm requires custody through a single institutional provider (Charles Schwab & Co., Inc.), which shapes its execution and operational practices.

To learn more about the advisors currently working at Fortifi Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.