200 E. Randolph St., Suite 5100, Chicago, IL 60601
(713) 854-6442 mer@fortisportfolio.com
Three Engagement Models
01
You lead,
we support

Prefer to stay in the driver's seat? This model equips you with timely trade signals, strategic insights, and the analytical rationale you need to act with confidence — while keeping final decisions firmly in your hands.

Starting at
$500 / month
02
A collaborative
partnership

For firms that want a hands-on partner rather than a hands-off vendor. Fortis integrates directly with your team to share the investment management workload, enhance your capabilities, and streamline day-to-day operations.

Starting at
$1,200 / month
03
Full
delegation

For firms ready to fully outsource their investment process. Fortis becomes your complete investment department — handling research, portfolio construction, execution, and ongoing management — so your team can focus entirely on client relationships and growth.

Starting at
$2,400 / month
Schedule a Consultation →
Case Studies
How firms partner with us
Every engagement looks a little different. Here are three of the most common ways RIA firms bring Fortis in.
01
Level 1
Escaping expensive, clunky research

This firm was spending over $100,000 a year on investment research that was cumbersome and hard to use. We replaced it with streamlined, institutional-grade research at a flat fee — clearer, easier to apply, and far more cost-effective.

02
Level 2
Filling the gap after a staff reduction

A reduction in staff left one research analyst and trader with more than he could handle on his own. We stepped in to shorten the time he spent researching stocks and to provide clear, defensible rationale for every decision.

03
Level 3
Rebuilding after a disappointing SMA

Following a frustrating experience with a separately managed account (SMA) platform, this firm wanted to customize and rebuild what it offered clients. We helped them design tailored, transparent portfolio strategies they could stand behind.

Working Together
We follow these steps
Step 01
Book a Consultation

Share your challenges and goals, and we'll tailor solutions to your needs.

Step 02
See the Platform in Action

Explore dynamic portfolio modeling, research feeds, and automated compliance documentation.

Step 03
Onboarding

Onboard quickly with minimal disruption to your systems or clients.

Step 04
Execute Strategies

Make informed decisions, communicate confidently, and focus on growing your firm.

FAQ
Frequently Asked Questions
What types of firms does Fortis work with?
Fortis works primarily with small and mid-sized Registered Investment Advisors (RIAs) and advisory firms that want institutional-grade investment capabilities without the cost and complexity of building an in-house investment team.
How quickly can we get up and running?
Onboarding timelines vary depending on your firm's size and the engagement model you choose. Our team works closely with you from day one to ensure a seamless transition that minimizes disruption to your practice and clients.
Will our clients know we're using an OCIO?
That is entirely your choice. Fortis operates as a behind-the-scenes partner, and many firms choose to maintain full ownership of the client-facing investment narrative.
What if our needs change over time?
Our engagement models are designed to be flexible. As your firm evolves — whether you grow your team, expand your client base, or shift your operational priorities — your level of Fortis support can scale accordingly.
How is Fortis different from other OCIO providers?
Most OCIO providers offer a one-size-fits-all model. Fortis offers three distinct service tiers, a genuinely boutique approach, and exclusive strategies not available through larger platforms — meaning you get institutional depth with personalized service.
Get Started
Discover institutional-grade research tailored to your firm

Schedule a consultation and see how Fortis Analytics delivers the analytics, strategies, and plain-language communications your firm needs to grow with confidence.

Schedule a 30-Minute Call →