Fortius Advisors is a fee-only registered investment advisory firm with offices in Utah and Florida. We have provided wealth advisory services including comprehensive financial counseling and investment management to individuals, business entities and non-profit clients since 2003. We believe investing success should not be dependent on outsized returns, nor upon impractical saving or spending requirements.
We focus on each client's underlying needs, create an investment policy to satisfy this need, and use a low cost and diversified approach to deliver a successful experience to our clients. We provide our clients with customized solutions for investment management, retirement planning and alternative investments so they can succeed in all areas of their financial lives irrespective of risk tolerance, asset level or sophistication.
We focus on each client's underlying needs, create an investment policy to satisfy this need, and use a low cost and diversified approach to deliver a successful experience to our clients. We provide our clients with customized solutions for investment management, retirement planning and alternative investments so they can succeed in all areas of their financial lives irrespective of risk tolerance, asset level or sophistication.
Services
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.
At Fortius we believe that investing should be based on a simple approach: defining your needs, defining your timeframe and defining your tolerance for risk. This concept of "Asset Allocation" serves as the foundation of our strategy, and is utilized to provide maximum returns while remaining focused on our investors' stated goals and managing risk.
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. 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.
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.
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