Fortuna Investors LLC logo

Fortuna Investors LLC

Updated today

Client AUM

$21,028,033

Clients

50

Advisors

4

across 3 offices

About

Fortuna Investors LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and to corporate clients. The firm generally constructs ETF‑focused portfolios—often using dynamic asset allocation and precious‑metal ETFs when applicable—and documents client goals and constraints in individualized investment policy statements.

Investment decisions draw on quantitative analysis and modern portfolio theory, with a long‑term trading orientation and use of model portfolios tailored to each client’s risk tolerance. Accounts are managed on a discretionary basis and are subject to monthly review and reporting, with custodian statements supplied to clients.

Compared with many multi‑advisor teams, Fortuna operates with a relatively modest asset base and a small client roster and assigns all client accounts to a single designated reviewer for monthly oversight. The brochure discloses several non‑advisory outside business activities by the firm’s principals (including sidecar entities and consulting/consignment work), which the firm identifies and describes as potential sources of conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing

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Fee options

Fixed

$5,000 fixed fee for creating client financial plans

Percentage

1.00% annually

Project-based

$400 per hour

Main office

See office

13641 159th St N

Jupiter FL 33478

Advisors at this office

2

Most active in

California · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marcus B

Series 63, Series 65

Dana Point, CA

Fortuna Investors LLC

Marcus Brutoco is a financial advisor at Fortuna Investors LLC with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at PAM and several self-employed ventures. Outside of his advisory role, he is also an independent insurance agent appointed with various carriers. Fortuna Investors LLC provides discretionary portfolio management and financial planning to individual and corporate clients, focusing on ETF-based portfolios that incorporate dynamic asset allocation and precious-metal ETFs. The firm employs quantitative analysis and modern portfolio theory with a long-term trading orientation, managing accounts on a discretionary basis with monthly reviews and personalized oversight.

Passive / index investing
user avatar

Vedant M

Series 63, Series 65

Jupiter, FL

Fortuna Investors LLC

Vedant Mimani is a financial advisor at Fortuna Investors LLC with 12 years of industry experience. He has been with Fortuna Investors since 2014 and previously worked as a self-employed advisor for three years. Outside of his advisory role, Mimani serves as Vice President and Treasurer of FOSPE Inc, a charitable foundation supporting local elementary school initiatives. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs a quantitative investment approach centered on modern portfolio theory, dynamic asset allocation, and long-term trading, with portfolios primarily constructed using exchange-traded funds.

Passive / index investing
user avatar

Brent H

Series 63, Series 65

South Lake Tahoe, CA

Fortuna Investors LLC

Brent Hause is a financial advisor with Fortuna Investors LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Griffin Capital Securities and Access Securities prior to joining Fortuna Investors. Outside of advisory work, Brent is a co-owner of Tahoe Home Consignment Inc., a retail home furnishings business in South Lake Tahoe, where he advises on business strategy on a part-time basis. Fortuna Investors LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, and corporate clients. The firm focuses on ETF-centered portfolios using quantitative analysis and modern portfolio theory, managing accounts with individualized investment policies and monthly reviews.

Passive / index investing
user avatar

Michael R

Series 65

Jupiter, FL

Fortuna Investors LLC

Michael Ritger is a financial advisor with Fortuna Investors LLC in Jupiter, FL, holding a Series 65 designation and 12 years of industry experience. He has been with Fortuna Investors since 2014 and was self-employed from 2014 to 2017. Outside of his advisory role, Mr. Ritger and his wife manage a non-financial business providing marketing, writing, and copy editing services. Fortuna Investors provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and corporate clients. The firm employs quantitative analysis and modern portfolio theory, focusing on dynamic asset allocation and long-term trading with portfolios concentrated in exchange-traded funds.

Passive / index investing
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