Fortis Group Advisors
What We Do
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Listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
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Evaluate your financial goals, risk tolerance, time horizons, liquidity, income needs, and other pertinent information.
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If applicable, evaluate your current portfolio to determine which investments are suitable based on your specific parameters and competitive alternatives.
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Design and implement a portfolio tailored to your particular guidelines.
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Monitor your investments on an ongoing basis.
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Make specific recommendations regarding adjustments to your portfolio based on our best professional evaluation of changes in your personal situation and economic and market conditions.
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Provide you with an implementation schedule for our recommendations as assurance that every strategy you choose to implement is accomplished.
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Coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.
What We Will Not Do
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Provide legal or tax advice.
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Guarantee a rate of return or against loss of principal.
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Avoid your questions.
What You Will Receive
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Quarterly Portfolio Performance Reports.
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Our weekly “Market Commentary” if e-mail provided.
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Specific allocation recommendations, as necessary.
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Specific security recommendations, as necessary.
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Reviews as required to be sure you are on track to achieving your objectives.