Fortress Financial Partners

Fortress Financial Partners provides investment management and financial planning to individuals, families, trusts, estates, charitable organizations, and corporations, managing about $7.08 million for a small client base and reporting no account minimums. The firm offers discretionary portfolio management and planning services that include retirement, education, estate, business, and insurance-related advice.

Portfolios commonly include equities and fixed income across individual stocks, bonds, mutual funds, ETFs, and limited partnerships, and the firm describes using qualitative and quantitative analysis, charting, and technical indicators in its security selection, with most clients following a long-term buy-and-hold approach. Fortress operates with discretionary trading authority, uses Altruist Financial as custodian, and calculates advisory fees on a daily-rate proration basis with fees debited by the custodian and informational fee invoices delivered directly to clients.

Noteworthy aspects include the firm’s recent formation and relatively small client roster, its explicit advisory capacity to evaluate variable annuity and variable universal life products, and its practice of accepting client-imposed investment restrictions while not taking custody of client assets. The brochure also discloses that one of the firm’s investment adviser representatives previously resolved regulatory matters with Kentucky authorities at a prior firm, withdrew registration, and later reentered the advisory business after satisfying the terms of that resolution.