Briarcliff Manor, NY Pleasantville Road Office

Fortis Capital Advisors is an SEC‑registered multi‑team investment adviser that serves individuals (including high‑net‑worth clients), families, businesses, retirement plans, institutional clients and other investment advisers. The firm provides ongoing portfolio management, financial planning and consulting (fixed or hourly), retirement plan consulting, educational workshops, a wrap fee program (PMW), and access to cash management through a third‑party Flourish Cash program.

Fortis delivers customized, primarily discretionary portfolio solutions and allows each advisor latitude to implement their own investment style, using model portfolios where appropriate and a mix of passive, active, tactical and ESG‑aware strategies. The firm also uses third‑party sub‑advisors and specialist strategies — including options strategies managed by an unaffiliated sub‑adviser — and discloses these implementation arrangements in its client agreements.

What is noteworthy relative to many peers is Fortis’ web of affiliated entities and fee arrangements: it facilitates tax preparation through an affiliated accounting entity, offers insurance products through affiliated insurance agencies, and operates model offerings tied to sub‑advisory relationships and proprietary funds. Fortis also discloses a material revenue‑sharing arrangement with a sub‑advisor for certain options strategies and related‑party interests in model and fund offerings; these connections and conflicts are disclosed in the brochure and the firm describes mitigation steps such as fiduciary oversight, due diligence and opt‑out options for clients.