ABOUT US
Founded in 2003, Fortius Financial Advisors, LLC. provides a wide range of wealth management services, with a focus on managing risks and growing your wealth. Fortius Advisors work as a team to provide clients with a wide range of expertise and talent. We value technology and our clients benefit from industry leading accounting and performance reporting systems and a secure client internet portals for document delivery. We use a leading client relationship management system (CRM) so that we can provide continuity of service from one client advisor to the next. Fortius has chosen to partner with TD Ameritrade as our primary custodial partner. Long considered a leader in technology platforms, TD Ameritrade Institutional is a powerful partner for Fortius and a wonderful safeguard for our client’s assets.
Facts About Fortius Financial Advisors
- We are an independent, fee only and 100% employee-owned firm.
- Our investment committee has 50 years of collective investment management experience.
- We are headquartered in Salt Lake City, Utah with an additional office in Miami, Florida.
Jeff M. Bollinger:
Chief Investment Officer, Investment Committee Member and Investment Advisor Representative
Jeff serves as the firms’ Chief Investment Officer. He has 22 years of investment management experience and has served as a Private Wealth Manager for both Merrill Lynch and Fidelity Investments. Jeff holds the series 63 and 65 licenses. In his role as Chief Investment Officer, Jeff overseas all aspects of the firm’s investment policy decisions. He has a cautious approach to investing and has helped Fortius’ clients benefit from the markets while being very mindful of the risks traditional investment strategies pose. Jeff is also responsible for overseeing all of the firms private investments which include the Fortius Structured Notes Fund and a series of funds that invest in companies prior to a public offering.
Jeanne M. Deitz:
Chief Compliance Officer
and Operations Manager
Jeanne serves as the Chief Compliance Officer and Operations Manager for Fortius. She has over 20 years of experience in the Financial Services Industry. Prior to joining Fortius she spent seven years with Fidelity Investments as an Investment Representative in Fidelity’s High Net Worth business unit. In this capacity she was responsible for cultivating and supporting the firm’s relationship with over 300 clients with combined assets totaling over $500 million dollars. Jeanne is registered in the state of Utah as a life and health insurance agent. As the companies Compliance Officer Jeanne strives for perfection in everything she does. She is a constant reminder of the regulatory environment we operate within and a true guardian of the firm and our client base.
Fortius Investment Advisors
Robert G. Buchanan – Investment Advisor
Robert has 17 years of experience in the financial services industry having held positions at Alta Financial Group, Zions Bank and Merrill Lynch. He holds the series 66 and Life and Health insurance licenses.
Jared Clayton – Investment Advisor
Jared has over 15 years of experience in the financial services industry. He worked as a Fixed Income Trader and Senior Financial Advisor for Fidelity Investments. He spent almost three years with The Aclaime Group, a real estate private equity company and is co-owner of two small businesses focusing on real estate and business financing. Jared is active in his community and serves on the planning commission for Sandy City, UT. Jared has also spent nine years with the United States Marines.