A complete list of active advisors currently associated with Fortress Investment Services, Ltd

Warmer can help you find a great advisor at Fortress Investment Services, Ltd or one who fits your needs even better.

Fortress Investment Services, Ltd. provides investment advisory services focused on the selection and strategic allocation of mutual funds for individuals, sole proprietorships, partnerships, corporations, trusts, and non-profit organizations. The firm also offers income tax planning and tax preparation services to certain clients. The firm’s investment process emphasizes analysis of prior fund performance in both up and down markets, fundamental review of fund holdings, and technical analysis and charting to help time purchases and sales; holdings may be short-term or multi-year depending on market conditions and client goals. Fortress generally uses no‑load and low‑load mutual funds and will monitor variable annuity and variable life contracts for advisory purposes, though it does not sell those products. Distinctive for its peer group, the firm combines investment management with tax planning and preparation, drawing on the principal’s formal accounting and tax-practice background to inform client advice. The adviser maintains online access to client fund accounts to facilitate reallocations within fund families and provides regular reporting, while clients retain custody of and responsibility for voting their securities.

To learn more about the advisors currently working at Fortress Investment Services, Ltd, 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.

Name	Location	Years of experience
John Urbanski	Eden Prairie, MN	12

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