Fortress Family Asset Management LLC

Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning and consulting to individuals and businesses, reporting $324,780 in discretionary assets under management across three client relationships and no stated account minimum. Offerings include ongoing portfolio management under an Investment Management Agreement and written comprehensive financial plans or limited-topic consultations delivered within 90 days.

The firm’s investment approach combines a top-down macroeconomic regime framework with bottom-up technical analysis to implement dynamic asset allocations across equities, fixed income and cash, with client-specific customization based on risk tolerance and objectives. Portfolios are managed on a discretionary basis within regime-based allocation bands—allocations can shift substantially (for example, toward cash in deflationary scenarios or higher equity exposure in risk-on regimes)—and accounts are reviewed on an ongoing basis with custodial statements provided at least quarterly.

Distinctive disclosures in the brochure note that the firm’s advisory representatives are licensed insurance agents, that the firm may receive commissions from insurance product sales (disclosed as a potential conflict of interest occupying roughly 20% of the principal’s time), and that the firm requires use of Charles Schwab & Co., Inc., which provides institutional services and benefits to the adviser. The brochure also highlights the principal’s prior Department of Defense Special Forces medical service as part of the firm’s personnel experience.