Investment Management
INVESTMENT PORTFOLIO MANAGEMENT PROCESS
During our portfolio construction process, we balance risk and return by allocating the portfolio assets to align with our client’s unique goals, financial objectives, risk tolerance, and timeline considerations. Different asset classes, including equities, fixed income, and cash equivalents, offer varying levels of risk and expected return. We offer customized portfolio management to determine the right asset allocation for each of our clients.
THE FOLLOWING SERVICES MAY BE PROVIDED:
Strategic Asset Allocation: An investment approach that involves setting target allocations for various asset classes, and periodically rebalancing the portfolio when allocations deviate meaningfully from targets due to varying returns from different assets. The target allocations are determined based on the client’s risk tolerance, time horizon, and investment objectives.
Tactical Asset Allocation: An active management portfolio strategy that rebalances the positions held in various asset classes and individual securities to take advantage of idiosyncratic market conditions.
Fixed Income Generation: An investing mandate that produces periodic income at regular intervals with reasonable predictability. Fixed-income investing is often appropriate for retired clients who rely on their investment portfolio to provide a regular, stable income stream.
Financial Planning
Fortis Wealth Management provides individual financial planning assistance to help our clients navigate the numerous factors that impact and shape their financial well-being, and to create a comprehensive plan to meet goals tailored to the client. Your goals may include:
Maintaining Your Lifestyle
The continued ability to provide for the lifestyle to which you’ve become accustomed in the present and in the future.
College Planning
We can help you plan for your child's future. As college costs continue to rise, the task may seem daunting but Fortis Wealth Management can make your goal for your child's future less intimidating.
Retirement Planning
Make your money last in retirement. We will help you achieve your retirement goals ensuring you have more time to travel, spend time with family and enjoy the fruits of a lifetime of hard work.
Legacy
Plan to leave an impact on those around you, personal causes and charities.
We develop and present your personalized financial plan after the completion of carefully developed questionnaires and one-on-one conversations to establish and define our clients' expectations, goals, financial status, and risk tolerance.
Fee Structure
Our wealth management team is compensated by a fee-only model and collects zero commissions. Our compensation structure enables us to serve as fiduciary and to practice objectivity on behalf of our clients, with the mutual goal of capital preservation and growth. Fortis Wealth Management utilizes a tiered fee structure based on assets under management.