Fortunato Asset Management

Fortunato Asset Management provides discretionary investment management and ongoing account supervision to a range of client types, including individuals and families as well as trusts, religious non-profits, private foundations, pension and profit‑sharing plans, and corporate entities. Services are delivered through client accounts at qualified custodians with trading authority granted to the firm for portfolio implementation.

The firm offers two proprietary strategies — a long‑term growth-and-value equity strategy and a dividend-and-income strategy — grounded in fundamental research and applied across U.S. and non‑U.S. securities. Portfolios are managed on a discretionary basis, may include smaller‑capitalization or thinly traded securities, and the adviser states it does not employ leverage.

Notable distinctions for a small independent adviser include the acceptance of performance‑based fee arrangements for qualified natural‑person clients and the explicit servicing of corporate and institutional clients, which the brochure identifies as sources of potential side‑by‑side conflicts. The firm documents controls — including a high‑water‑mark mechanism and internal compliance policies — and discusses execution considerations such as negotiated OTC trading and the use of qualified custodians.