200 E. Randolph St, Suite 5100                         Chicago, IL 60601                   Ph: 713-854-6442

200 E.Randolph St., Ste 5100
Chicago, IL 60601
Ph: 713-854-6442

Work With Us
Investment management,
your way

Designed to fit your workflow, your team, and your client needs.

Schedule a 30-Minute Call →
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
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 tools like 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 →