A complete list of active advisors currently associated with Fortiter Wealth Management, LLC

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

Fortiter Wealth Management is a registered investment adviser that serves high‑net‑worth and individual clients, as well as trusts, pension and profit‑sharing plans and corporate entities. The firm offers comprehensive portfolio management, financial planning, portfolio monitoring and retirement plan consulting, and uses third‑party sub‑advisors to assist with implementation. The firm combines fundamental analysis and Modern Portfolio Theory to construct diversified portfolios of individual stocks, bonds, ETFs, mutual funds, options and alternative investments, and it manages many accounts through proprietary model portfolios. Fortiter discloses that it may purchase securities on margin and employ borrowing in separately managed accounts, and it conducts regular monitoring and rebalancing of client portfolios. Distinctive features include the firm’s explicit use of margin/borrowing in client accounts — and the fact that advisory fees are billed on securities purchased on margin — a practice the brochure notes is uncommon among similar supported firms. Fortiter manages about $380 million in discretionary assets for roughly 51 clients with three advisors, and it accesses alternative investments via the GLASfunds platform while relying on Fidelity’s institutional platform and independent managers for execution and custody.

To learn more about the advisors currently working at Fortiter Wealth Management, 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.