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Most financial advisors, multi-family offices, and digital wealth management platforms build portfolios that are overly sensitive to the US economy. Our clients are creators, statesmen, entrepreneurs, and institutions, who take plenty of risk as-is.
We diversify globally across stocks, bonds, real estate, commodities, cryptocurrencies, options, and styles to generate more dependable risk-adjusted returns. Simply put, our portfolios offer a better chance of strong returns with less downside in any economic environment.
Outstanding returns alone won’t ensure financial freedom for you and your family unless you articulate your goals, and articulate plans to reach them. We help clients do both.
Whether your objective is to retire, start or exit a business, or leave a legacy for your family and community, our wealth advisors will build a financial playbook that gets you there on time and with confidence.
Your future is our only concern, and your success is our only path to growth. We are on-call for every client personally, and invest our time to earn their trust and long-term partnership. As a fee-only fiduciary advisor, we never take commissions or sales fees of any kind from our counterparties or service providers, and we are required by law to act in your best interest every step of the way.
Fortuna is a completely independent firm by design. That means we do not have a parent company seeking to maximize share price, we don’t sit under a bureaucratic investment committee pushing an agenda, and we are free to develop our own in-house investment strategies when existing asset managers charge too much or fail to innovate.
Through strictly quantitative, rules-based processes, we assemble portfolios of global stocks and bonds, real estate, gold, cryptocurrency and other liquid assets.No element of our process requires market or economic forecasting, as signals are objective and investments are made according to proven models.
You deserve investment management that keeps your money working for you through all markets and economic cycles. We will always remain active investors employing evidence based, quantitative methods designed with outperformance and risk management in mind. That’s why at Fortuna, we publish our track record publicly, for all to see.
Your future is our only concern, and your success is our only path to growth. We are on-call for every client personally, and invest our time to earn their trust and long-term partnership. As a fee-only fiduciary advisor, we never take commissions or sales fees of any kind from our counterparties or service providers, and we are required by law to act in your best interest every step of the way.
Fortuna is a completely independent firm by design. That means we do not have a parent company seeking to maximize share price, we don’t sit under a bureaucratic investment committee pushing an agenda, and we are free to develop our own in-house investment strategies when existing asset managers charge too much or fail to innovate.
Through strictly quantitative, rules-based processes, we assemble portfolios of global stocks and bonds, real estate, gold, cryptocurrency and other liquid assets. No element of our process requires market or economic forecasting, as signals are objective and investments are made according to proven models.
You deserve investment management that keeps your money working for you through all markets and economic cycles. We will always remain active investors employing evidence based, quantitative methods designed with outperformance and risk management in mind. That’s why at Fortuna, we publish our track record publicly, for all to see.
