STRATEGIES

Asset Management

Our core focus is and will always be managing our client’s assets. We take the responsibility very seriously and pride ourselves on our process of tailoring an investment plan to each client’s need. To see the process in greater detail or to understand what shapes our view of asset management please click on the following link: Fortius Asset Management Overview & Process.

Fortius has two main concerns when it comes to retirement: Planning and Investing. Retirement planning means providing clients with a realistic picture of what their current asset base will provide for over a retirement period and modeling different risks so as little is left to chance as possible. We do not believe that retirement planning needs to be complicated, or that it must include a 50 page budget analysis, but we are in favor of certain high level plans that use the latest collective wisdom to provide a reasonable view of what might be. This approach provides a starting point and allows for an approachable process that can be repeated often as circumstances change over time.

Retirement investing means opening up the options in a traditional retirement account to just about every type of investment. Typically, retirement accounts have been limited to the standard set of investments such as Stocks, Bonds and Cash but many more areas of retirement investing are possible. For the right client, and with proper care given to the rules of retirement plans, it is possible to use funds inside a retirement account to invest in Real Estate, Private Equity, Promissory Notes, Foreign Currencies, Tax Lien Certificates and even Precious Metals. Since, in many cases a client’s retirement plan is the largest pool of assets they have, understanding the benefits and opportunities of using these assets in non-traditional ways can allow for dramatic diversification benefits. At Fortius, we offer a Self Employed 401K to allow clients the opportunity to take advantage of these options. In addition to our primary custodian, we have partnered with some of the best bank trust companies who are experts at successfully navigating the rules and regulations that go along with these investing strategies. If you have an interest in learning more about these programs please contact us for more information.

Alternative Investments

At Fortius we don’t limit our investment universe to just the traditional investment categories. For qualified clients that are inclined to broaden their investment horizon we can offer participation in a number of alternative investment categories. These may include Private Placements, Hedge Funds, Real Estate Limited Partnerships to name just a few. If you have an interest in finding out more about the Alternative Investing focus at Fortius please contact us directly for more information.