Fortius Financial Advisors, LLC

Jeff Bollinger is a financial advisor at Fortius Financial Advisors, LLC in Salt Lake City, UT, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fortius since 2003. Outside of his advisory role, he is involved in managing several private investment entities and serves as managing member or president of multiple ventures, including private equity and product marketing companies. Fortius Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, and alternative investments with a focus on long-term strategies informed by fundamental, technical, and cyclical analysis.

Jared Clayton is a financial advisor at Fortius Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortius and Blue Mountain Realty (formerly Interstate Realty Brokers) since 2012. Outside of his advisory role, he serves as a member of the Sandy, Utah City Planning Commission and is involved in several consulting and asset-backed lending ventures. Fortius Financial Advisors serves individual and institutional clients, providing discretionary and non-discretionary portfolio management and advising private pooled investment vehicles. The firm employs a multi-method investment analysis and primarily uses mutual funds, ETFs, and alternative investments to tailor portfolios based on detailed risk profiles.

Roberto Buchanan is a financial advisor with Fortius Financial Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Fortius since 2004 and also works at Axiom Financial as Director of Sales. Outside of advising, he serves as managing member of private equity investment entities, including NUVO Ventures, LLC and Citius Ventures, LLC, with occasional consulting and board responsibilities. Fortius Financial Advisors serves individual and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on mutual funds, ETFs, and alternative investments. The firm employs a variety of investment analysis techniques and generally emphasizes long-term strategies while also facilitating third-party manager selection and oversight.

Jeanne Deitz is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Fortius since 2005. Outside of her advisory role, she owns and operates Distinctively Deitz, an event and hospitality tea party business, though it is not actively expanded. Fortius Financial Advisors serves a diverse client base including individuals, institutional clients, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, emphasizing long-term strategies through a combination of mutual funds, ETFs, and alternative investments, and provides oversight of third-party account managers.