We manage and protect your wealth so you can lead a well-lived life

Your assets are guided and guarded with utmost precision that only an experienced team can provide. Research, planning and advising on a wide variety of asset reporting and investment management is how we protect your nest egg for the long term.

  • Total asset allocation
  • Performance reporting
  • Risk profiling and management
  • Integration of balance sheet
  • Integration of cash flow and liquidity needs
  • Investment policy statement

Investments play a significant role in achieving short- and long-term goals. By building a diversified portfolio that reflects the family’s needs and goals, these investments can offer the most potential return for your desired level of risk.

Fortis does not make stock recommendations to the public or over social media and only provides investment advice to clients who have entered into an investment management agreement with the firm.

Please be aware of scams and always call your investment advisor if you have any questions or suspicions about someone purporting to be a representative of Fortis.

The SEC has compiled a list of the latest investment scams which can be found on their website: https://www.investor.gov/introduction-investing/general-resources/news-alerts/alerts-bulletins

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