Investment Research for Independent RIAs
We Manage the Money
You Manage the Feelings
You Manage the Feelings
Fortis Analytics was built for independent RIAs with in-house research teams who want to deliver institutional-grade investment advice without making their clients feel like they are part of a machine.
You get access to quantitative research, GIPS-verified strategies, plain-language client communications, and ongoing buy/sell guidance, while choosing how much you wish to delegate.
Who We Serve
Our clients are RIA firms
who Care about:
Being relationship managers and financial planners (as opposed to research analysts)
Devoting more face time to clients than the industry norm
Communicating with clients in an easy, plain-language way, so they "get it" without feeling talked down to or flooded with technical jargon
Running an investment operation efficiently to unlock growth with minimal friction
Not paying more investment fees as their AUM grows
Making sure female clients are equipped with the knowledge they need to feel included in and empowered by the investment experience
Improving financial planning, tax planning, retirement income strategies, estate planning guidance, or behavioral coaching instead of spending resources on market research and models
Growing with maximum efficiency
Who We Serve
Our clients are RIA firms
who Care about:
Why Fortis
Why Fortis?
Verified Credibility
Off the shelf strategies are GIPS (Global Investment Performance Standards), the same institutional standard used by major asset managers.
Better Economics
SMA platforms typically charge a percentage of assets fee that grows as client assets grow. A flat-fee structure means the economics improve as the advisor scales.
Plain Language
As a female portfolio manager, Meridith Hutchens grasps how female clients think about money. We provide clear, data-backed rationale for every allocation decision — easy to explain in plain language. This benefits all clients.
Let's Talk
Ready to See What This Looks Like
for Your Firm?
for Your Firm?