A complete list of active advisors currently associated with Fortuna Investors LLC

Warmer can help you find a great advisor at Fortuna Investors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fortuna Investors 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.