Fortuna Investors LLC (hereinafter “Fortuna”) is a fee-only investment adviser registered with the state of Florida. All written content on this site is for information purposes only. No client or prospective client should assume that any information presented or made available here serves as the receipt of, or a substitute for, personalized individual advice, which can only be provided through a formal advisory relationship. No information on this website is intended as legal advice.
Some areas of this website are intended only for the use of current clients of Fortuna, or for prospective clients screened by us and granted access. Information obtained from restricted pages should not be shared with persons who have not been specifically granted access to those areas.
Future results may differ from past performance. Clients and prospective clients should not assume that the performance of any specific investment, investment strategy, or product mentioned here or referenced on web pages linked to from this website will be profitable or equal to such indicated performance levels.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Historical performance results for investment indexes or asset classes generally do not reflect the deduction of transaction or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.
Material represented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.
Permission is given for the downloading and temporary storage of one or more of these pages for the purpose of viewing on a personal computer. The contents of this site are protected by copyright under international conventions and, apart from the permission stated, the reproduction, permanent storage, or retransmission of the contents of this site is prohibited without the prior written consent of Fortuna.
Fortuna is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us.
The categories of non-public information that we collect from you may include information about your personal finances, your family, your health, and information about transactions between you and third parties. We use this information to help you meet your personal financial goals.
With your permission, we may disclose limited information to attorneys, accountants, mortgage lenders and other professionals with whom you have established a relationship. You may opt out from our sharing information with these non-affiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person. With your permission, we share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf.
We do not provide your personal information to mailing list vendors or solicitors. We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants and auditors. Federal and state securities regulators may review our company records and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state laws. After that time, information may be destroyed.