Seattle, WA Office

Fortis Capital Management serves individuals, families, small businesses, trusts, foundations, charities and private fund investors, providing financial planning and discretionary portfolio management along with recommendations for insurance and referrals to affiliated tax and accounting providers. The firm also acts as investment manager and general partner to pooled private funds and offers held‑away account management through a third‑party platform.

Fortis combines active and passive approaches across equities, ETFs and mutual funds while also advising on a broader set of instruments including bonds, options, private placements and real estate, and it operates model strategies such as low‑cost index, compounders and disruptors. Its private funds use a mix of quantitative and qualitative analysis—the Flagship Fund emphasizes equity selection with systematic hedging and options trading, while the Enhanced Income Fund targets income through structured credit and direct lending investments.

Compared with many multi‑team firms, Fortis is notable for managing pooled investment vehicles and accepting performance‑based fee arrangements (with high‑water marks) as the funds’ general partner, a structure the brochure highlights as creating allocation and conflict‑of‑interest considerations. The firm also distributes a regular client letter on market conditions and discloses multiple recent acquisitions and affiliated service lines (insurance, tax and accounting), which it says are addressed through its conflict‑management policies.