Salt Lake City, UT South 700 East Office

Jeff Bollinger is a financial advisor at Fortius Financial Advisors, LLC in Salt Lake City, UT, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fortius since 2003. Outside of his advisory role, he is involved in managing several private investment entities and serves as managing member or president of multiple ventures, including private equity and product marketing companies. Fortius Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, and alternative investments with a focus on long-term strategies informed by fundamental, technical, and cyclical analysis.

Roberto Buchanan is a financial advisor at Fortius Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Fortius since 2004 and Axiom Financial since 2013, where he serves as Director of Sales. Buchanan is also managing member of Citius Ventures, LLC and Nuvo Ventures, LLC, holding and managing private equity investments with limited time commitments. Fortius Financial Advisors provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, privately held investment companies, and other business entities. The firm manages approximately $10 million in client assets and employs a team of four advisors, utilizing mutual funds, ETFs, alternative investments, and separate account managers in its investment strategies.