A complete list of active advisors currently associated with Fortress Capital Advisors

Warmer can help you find a great advisor at Fortress Capital Advisors or one who fits your needs even better.

Fortress Capital Advisors is a small, independent registered investment adviser that serves individual clients (including high‑net‑worth individuals) as well as businesses, foundations, charitable organizations and retirement plans. The firm offers comprehensive financial planning, ongoing portfolio management, retirement-plan advice and business consulting, and it also presents public educational workshops on personal finance topics. Portfolios are constructed to match each client’s objectives, time horizon and risk tolerance and may employ a mix of active, passive and core‑and‑satellite approaches; the firm may use derivatives, options and private‑equity holdings when appropriate. Management is provided on both discretionary and non‑discretionary bases, and the firm relies on third‑party custodial and reporting technology to implement trades and produce regular performance reports. What distinguishes the firm from many solo independent advisers is its concurrent work with institutional clients and its offering of educational seminars, both of which are less common in this peer group. Given the firm’s modest asset base and small client roster, its willingness to include hedging strategies and alternative exposures and to act as a limited ERISA §3(21) plan fiduciary are noteworthy operational features.

To learn more about the advisors currently working at Fortress Capital Advisors, 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.