Dynamic Investing.
Built for How Markets Actually Move.
Typical investment models assume the markets move inline with historical performance. Rarely does this happen. Fortis was built on the conviction that superior outcomes require a dynamic philosophy.
Six Sleeves.
One Cohesive System.
The Fortis Smart Alpha Factor Model organizes equity exposure across six distinct sleeves, each with a defined investment philosophy, factor hierarchy, style tilt, and sell discipline.
Each sleeve can serve as a standalone core model or as a complementary component in a multi-sleeve portfolio construction — enabling advisors to build precisely calibrated exposure for any client risk profile.
“Moving away from overly-broad sleeve investing philosophy to gain greater confidence in buy and sell decisions — using institutional-grade research tools and analysis.”
Reduce overlap among sleeves to reduce risk and broaden true diversification across model construction.
Clarify strategy for each sleeve to provide more predictive alpha generation with defined decision criteria.
Expand sleeve offerings to enable greater delineation in model construction with both Fundamental and Dynamic options.
Simplify trading execution with a targeted number of holdings designed for clean model implementation and rebalance.
Four Principles Behind
Every Decision We Make
Our investment process is grounded in institutional-grade quantitative research, disciplined factor analysis, and a clear-eyed understanding of market cycle dynamics. These four principles govern every sleeve, every model, every buy and sell decision.
Markets Are Dynamic — Your Models Should Be Too
Static allocation assumes a fixed market environment. We reject that premise. Sub-factors within each strategy rotate in accordance with prevailing market cycles, ensuring the model reflects current conditions rather than historical ones.
Quality Is the Foundation. Momentum Determines the Timing.
High-quality companies with strong balance sheet characteristics do not always outperform in the short term — particularly in risk-on cycles. We distinguish between what deserves to be owned and when it deserves to be bought.
Concentrated Conviction Outperforms Diluted Diversification
Each sleeve carries a targeted number of holdings — typically 30 to 40 — to ensure meaningful position sizing without excessive idiosyncratic risk. Diversification through model construction, not within a single sleeve.
Sell Discipline Is Where Alpha Is Preserved
Most investment processes define when to buy. Fortis defines when to sell — and the criteria differ by strategy. Fundamental deterioration, technical trend reversal, and momentum exhaustion each carry different weight depending on the sleeve.
Put the Smart Alpha Framework
to Work for Your Firm.
Every Fortis model is built on this same framework — GIPS-verified, SEC-registered, and delivered with the transparency your clients deserve. Schedule a discovery call to see how the Smart Alpha sleeves can be structured for your practice.
Fortis Portfolio Solutions works exclusively with Registered Investment Advisors. GIPS-verified track record. No long-term contracts. Most firms are fully onboarded within 30 days.
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