Fortis Portfolio Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$140,000,000
Clients
276
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
276
Very HighAverage account size
$507,246
About
Fortis Portfolio Solutions provides discretionary portfolio management, sub‑advisory and white‑label asset management services to other registered investment advisers and to high‑net‑worth individual clients. Like many supported firms, it generally charges percentage‑of‑assets fees and offers portfolio management for individuals, but it does not serve non‑high‑net‑worth individual clients.
The firm combines proprietary fundamental valuation models with technical and momentum analysis to construct concentrated and tactical portfolios across stock and ETF strategies, with some mandates designed for higher turnover and others for lower turnover and multi‑year holding periods. Strategies emphasize risk control and flexibility, including model‑driven sell disciplines, monthly/quarterly rebalance trade lists, and the ability to move to short‑term cash or adjust equity/fixed‑income allocations based on proprietary indicators.
Fortis discloses the relatively uncommon use, for a firm of its size, of borrowing and derivatives within separately managed accounts as part of its risk/return toolkit. It also provides an atypical mix of advisor‑facing services (white‑label templates, sub‑advisory/TAMP delivery and platform support) and a value‑aligned Catholic Values equity strategy, a combination that distinguishes it from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
ESG / Sustainable investing
Occupation focus
Executive
Fee options
Financial planning fees typically between $10,000 and $20,000, payable 50% upfront and 50% upon delivery.
$0+: Negotiable up to 2.00% annually for retail clients 0+: 0.50% - 2.00%, negotiable depending on strategy and client circumstances 0+: 50 basis points (0.50%) for institutional accounts, negotiable 0+: 0.05% to 1.50% annually Platform Fee for Amplify platform, negotiable
Hourly consulting fees may be negotiated for certain services such as custom model creation for RIAs.
Ongoing subscription fees may be charged for custom model strategies for RIAs.
Main office location
Fortis Portfolio Solutions, LLC
200 E. Randolph St, Suite 5100
Chicago IL 60601, United States
Number of offices
1
Most active in
Fortis Portfolio Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois · New Hampshire · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")