A complete list of active advisors currently associated with Fortress Family Asset Management LLC

Warmer can help you find a great advisor at Fortress Family Asset Management LLC or one who fits your needs even better.

Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning to individual and business clients, offering ongoing asset management alongside comprehensive and consultation-style planning services. The firm reports managing roughly $178,000 for a very small number of clients and does not require a minimum account size to open or maintain an account. The firm’s investment process combines top-down macroeconomic regime analysis with bottom-up technical analysis to implement dynamic asset allocation across equities, fixed income, and cash, with cash treated explicitly as an asset class and able to comprise a substantial defensive allocation in certain regimes. Portfolios are customized within regime-based allocation bands to reflect each client’s goals and risk tolerance, and the firm operates with discretionary trading authority to implement timely allocation shifts. Noteworthy distinctions include that the adviser is a licensed insurance producer who spends a portion of time selling insurance products and that representatives receive external commissions for such sales, a practice the brochure identifies as a potential conflict of interest. The firm’s very small scale and the principal’s prior military Special Forces medical background are additional atypical features that may shape its service approach.

To learn more about the advisors currently working at Fortress Family Asset 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.