Fortis Group Advisors LLC

Fortis Group Advisors is a multi-advisor registered investment adviser that serves individuals (including high-net-worth clients), employer‑sponsored retirement plans, institutions, charitable organizations, trusts and estates. The firm provides ongoing investment management (discretionary and non‑discretionary), financial planning, legacy position advice and estate/wealth‑planning coordination across mutual funds, ETFs, equities, fixed income, REITs and alternative investments; the firm also manages a wrap fee program and administers ERISA 3(21) and 3(38) plan services.

The firm’s investment process combines fundamental and technical analysis, strategic asset allocation, manager selection and periodic rebalancing, with an emphasis on institutional manager due diligence and tax‑aware decisions when appropriate. Fortis uses third‑party tools and vendors — including Nitrogen for quantitative risk profiling and Panoramix for administrative and reporting support — and offers access to third‑party managers and separate account solutions.

Fortis discloses two features that are less common among similar multi‑team firms: certain investment adviser representatives act as licensed insurance agents and may receive commissions for insurance products, and some representatives provide accounting and tax preparation services outside their advisory role. These dual roles and the firm’s practice of offering both wrap programs and TPM/third‑party manager solutions are explicitly disclosed in the brochure and accompanied by firm policies intended to manage the related conflicts of interest.