Wealth Planning for Risk-Conscious Investors
Investment Management
We aim to provide our clients better returns with less risk than conventional investment advisors.
Selecting a clearly-defined investment strategy gives you the highest chance of reaching your goals.
Global diversification across stocks, bonds, real estate, and commodities offers the highest possible returns per unit of risk. Most advisors and digital wealth management platforms build portfolios that are overly sensitive to the US economy and stock market
Simply put, our portfolios have a better chance of providing strong returns with less downside through any economic environment.
Combined with a solid plan, this means more confidence in the future and a higher likelihood of achieving your goals, whether your time frame is three years or thirty.
Wealth Planning
We help our clients gain clarity and confidence through comprehensive financial planning.
Outstanding investment returns won’t deliver financial freedom for you and your family without a comprehensive plan for managing wealth. Planning for the future requires you to articulate your goals and take steps to reach them, year after year. We help clients do both.
Whether you want to retire, start a business, exit a business, or leave a legacy for your family and community, we can build a financial playbook that gets you there with confidence.
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Your future is our only concern, and your success is our only means to success. We get to know each client personally, and strive to earn their trust and long-term partnership. We are a “fee-only,” fiduciary financial advisor. This means that we never take sales fees or commissions of any kind, and we are required by law to act in your best interest.
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Fortuna is a completely independent firm by design. That means that we do not have a parent company seeking to maximize its share price, we don’t sit under a bureaucratic national investment committee, and we do not receive kickbacks from fund companies for access to our clients. We have complete open architecture on every decision - from the investment strategies we design or select for our clients, to the planning and portfolio management software we employ, to the fees that we charge, to the professionals to whom we refer our clients - decisions are made by our partners alone. We believe that a pure, independent structure is best for minimizing conflicts of interest and fulfilling our fiduciary duty.
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We invest using models designed to deliver strong long-term returns with greater consistency and less risk through changing investment climates.
Through strictly quantitative, rules-based processes, we assemble portfolios of global stocks and bonds, real estate, gold, and other hard assets.
No element of our process requires market or economic forecasting, as signals are objective and investments are made according to quantitative rules.
We seek to achieve the highest return for the risk our clients are willing and able to bear.
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You pay your financial advisor to manage your investments - shouldn’t you know how good they are at it? Sounds simple, but the vast majority of advisors don’t share investment returns.
Instead, most invest your money passively, and your portfolio tends to rise and fall with the general market. For the majority who don’t manage money passively, the situation is often even worse, as advisors “closet index” - building a complex portfolio of instruments that looks different, but acts very much like passive investing, but with higher fees.
At Fortuna, we don’t agree with this approach. You deserve investment management that keeps your money working for you through all markets and economic cycles.
While we cannot promise that our investment methodology will always make money or that it will always outperform (no one can!), we can promise that we will always remain active investors employing evidence based, quantitative methods designed with outperformance and risk management in mind.
That’s why at Fortuna, we publish our track record publicly, for all to see.