A complete list of active advisors currently associated with Fortune 45, LLC.
Warmer can help you find a great advisor at Fortune 45, LLC. or one who fits your needs even better.
Fortune 45 provides investment management, financial planning, ongoing advisory, and retirement plan services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and businesses. Clients may engage the firm for discretionary portfolio management, one‑time or ongoing planning and consulting, and plan-level services facilitated through third‑party recordkeepers. The firm emphasizes ETF‑based portfolios and employs a mix of long‑ and short‑term purchase strategies informed by technical, charting, and fundamental analysis, with regular monitoring and buy/sell/hold decisions. Fortune 45 discloses the use of options, leveraged ETFs and related derivative strategies and, when appropriate to client objectives, may employ borrowing or leverage in managed accounts as part of its risk‑management framework. Compared with many peers, Fortune 45 explicitly discloses the use of derivatives and borrowing within separately managed accounts, a practice that is relatively uncommon among supported firms, and combines that capability with retirement plan consulting via a Vestwell platform relationship. The firm manages roughly $237.7 million for about 645 clients through a three‑advisor team, pairing ETF‑focused portfolio construction with periodic trading and comprehensive planning services.
To learn more about the advisors currently working at Fortune 45, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gonzales, LA
| 1
| |
Gonzales, LA
| 11
| |
Gonzales, LA
| 3
|
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