Fortis Private Wealth Advisors, LLC

Fortis Private Wealth Advisors provides discretionary investment management and financial advice to U.S. and foreign individuals, high‑net‑worth clients, family offices, corporations and insurance companies. Services are delivered primarily through customized separately managed accounts that allocate across equities, fixed income, ETFs, closed‑end funds, cash and alternative investments.

The firm’s investment approach emphasizes a long‑term buy‑and‑hold strategy tailored to each client’s documented objectives, time horizon and risk tolerance, with the flexibility to implement shorter‑term trades or use margin when appropriate. Fortis uses third‑party research and its own due diligence to build portfolios and discloses the use of securities‑backed lines of credit and margin lending in managed accounts, including the conflicts and risks those borrowing arrangements can pose.

Noteworthy features for a firm of this size include a materially international client base and explicit reliance on borrowing within managed accounts — both of which are uncommon among similar advisers. The firm is small and concentrated (a single lead advisor managing roughly $124 million in discretionary assets for a limited number of accounts), discloses use of AI tools for certain services and recordings, and maintains an affiliated real‑estate consulting business that may co‑invest with clients and receive separate compensation.