200 E. Randolph St., Suite 5100, Chicago, IL 60601
About Our Firm

Meridith L. Hutchens Chief Investment Officer

Meridith founded Fortis out of frustration with the lack of transparency that prevails in investment management. Thinking clients deserved better than opaque models whose logic was not clear, she set out to establish investment strategies that were transparent and easy to explain.

Meridith L. Hutchens, Chief Investment Officer

Meridith founded Fortis out of frustration with the lack of transparency that prevails in investment management. Thinking clients deserved better than opaque models whose logic was not clear, she set out to establish investment strategies that were transparent and easy to explain.

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Why Fortis
Why firms choose Fortis
A partnership built on institutional-grade research, better economics, and communication your clients actually understand.
Technology at Your Fingertips
We show you the metrics and philosophy behind our investment research through proprietary stock rankings and asset allocation direction. Discover the hidden levers.
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.
What's Included
You Get Access To
Portfolio strategies with a GIPS verification track record
Ongoing buy/sell guidance
Extensive quantitative research
Plain-language client communications