Outsourced Investment Management for RIA Firms
We Run Your Investment Operation.
You Run Your Business.
You Run Your Business.
Fortis provides independent RIA firms with institutional-grade portfolio models, ongoing research, and buy/sell guidance — at a fraction of what it costs to build an investment team in-house.
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What Fortis Delivers
Your Complete Outsourced Investment Team
Fortis steps in as the investment department your firm does not have to build. We provide everything your team needs to deliver institutional-quality investing to your clients — without the overhead of managing it yourself.
01
Portfolio Models
Proprietary, GIPS-verified models across risk profiles — ready to deploy with your clients on day one. Built for independent RIAs, not shared across competing firms.
02
Ongoing Research
Continuous market analysis, buy/sell signals, and model updates delivered on a regular cadence. You get the intelligence — we do the work behind it.
03
White-Label Communications
Client-ready investment commentary and reporting under your firm's brand. Your clients see your name. You keep full credit for the analysis.
Who We Serve
Built for Independent
RIA Firms
RIA Firms
If you are managing investments in-house and consumed by the workload, or paying SMA platform fees for generic models you cannot fully explain to clients — Fortis was built for you.
We serve women-led RIA firms exclusively, because this community has been underserved by institutional investment infrastructure for too long.
See If You Qualify →
We serve women-led RIA firms exclusively, because this community has been underserved by institutional investment infrastructure for too long.
RIA
Independent registered investment advisors only
Flat
Fee structure — no AUM haircut on client assets
GIPS
Verified performance reporting standards
How We Work Together
Three Models.
Only What You Need.
Only What You Need.
Fortis is not a one-size-fits-all platform. Choose the level of support that fits where your firm is today — and change it as you grow.
01
Research & Signals
You Lead,
We Support.
We Support.
You manage the portfolios. We give you the analytical firepower to do it better.
→Stock rankings and ratings for flagship models
→Multi-asset module allocations by risk tolerance
→Ongoing buy/sell guidance and model updates
→White-label client investment communications
02
Co-CIO Model
A Collaborative
Partnership.
Partnership.
We work alongside you as your outsourced investment lead. You stay in front of clients; we handle the investment direction and decision-making support.
→All Research & Signals features included
→Joint investment committee participation
→Portfolio construction and allocation decisions
→Direct access to Meridith and the research team
03
Outsourced CIO
Full
Delegation.
Delegation.
Hand off the investment operation entirely. We run the portfolios; you focus on client relationships, business development, and growth.
→All Co-CIO Model features included
→Fully white-labeled under your firm's brand
→Complete discretionary model management
→You remain the advisor — we are invisible
Let's Talk
Ready to See What This Looks Like
for Your Firm?
for Your Firm?
Whether you are managing investments in-house and consumed by the workload, or paying premium fees for SMA models that are not delivering — there is a better way. Fortis was built specifically for RIAs in exactly this position.