Fortis Portfolio Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fortis Portfolio Solutions provides discretionary portfolio management, sub‑advisory and white‑label asset management services to other registered investment advisers and to high‑net‑worth individual clients. Like many supported firms, it generally charges percentage‑of‑assets fees and offers portfolio management for individuals, but it does not serve non‑high‑net‑worth individual clients.
The firm combines proprietary fundamental valuation models with technical and momentum analysis to construct concentrated and tactical portfolios across stock and ETF strategies, with some mandates designed for higher turnover and others for lower turnover and multi‑year holding periods. Strategies emphasize risk control and flexibility, including model‑driven sell disciplines, monthly/quarterly rebalance trade lists, and the ability to move to short‑term cash or adjust equity/fixed‑income allocations based on proprietary indicators.
Fortis discloses the relatively uncommon use, for a firm of its size, of borrowing and derivatives within separately managed accounts as part of its risk/return toolkit. It also provides an atypical mix of advisor‑facing services (white‑label templates, sub‑advisory/TAMP delivery and platform support) and a value‑aligned Catholic Values equity strategy, a combination that distinguishes it from many peers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees typically between $10,000 and $20,000, payable 50% upfront and 50% upon delivery.
$0+: Negotiable up to 2.00% annually for retail clients 0+: 0.50% - 2.00%, negotiable depending on strategy and client circumstances 0+: 50 basis points (0.50%) for institutional accounts, negotiable 0+: 0.05% to 1.50% annually Platform Fee for Amplify platform, negotiable
Hourly consulting fees may be negotiated for certain services such as custom model creation for RIAs.
Ongoing subscription fees may be charged for custom model strategies for RIAs.
Main office
200 E. Randolph St, Suite 5100
Chicago IL 60601
Advisors at this office
1
Most active in
California · Illinois · New Hampshire · Texas
Also doing business as
Fortis Portfolio Solutions, LLC · Fortis Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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