Novi, MI Office

Fortis Capital Advisors serves individuals (including high-net-worth clients), families, businesses, retirement plans, institutional clients and other advisers with ongoing portfolio management, financial planning, retirement-plan consulting and educational workshops. The firm sponsors a wrap-fee program and offers cash-management access via a third‑party platform in addition to standard advisory and planning engagements.

Fortis delivers customized advice through a mix of discretionary management, advisor-specific investment styles and model portfolios, using passive, active, tactical and blended strategies and offering ESG-oriented options where requested. Portfolios may include derivatives and options and are monitored and adjusted on an ongoing basis; the firm reports $1.615 billion in discretionary AUM as of December 31, 2025.

Noteworthy for a multi-team RIA, Fortis maintains several related-business arrangements disclosed in its brochure: an affiliated insurance agency through which insurance products may be offered, an affiliated accounting/tax entity that can provide tax-preparation services (including facilitation of payment), and Premier Models that are sub‑advised under a revenue-sharing structure with an unaffiliated adviser. The firm also notes related-party investment products (including certain funds and model offerings) and referral arrangements with business-exit intermediaries, all of which are disclosed as potential conflicts of interest with opt-out provisions for clients.