Only 2% of Americans have over $2 million saved. Between taxes, fees, underperformance, and timing error, most never realize how much wealth they are leaving on the table. We combine exclusive, proprietary models and the latest technology to construct portfolios with better and more robust risk-adjusted returns.
Fortuna acts as your personal portfolio manager. We’ve spent decades studying what works in different markets, and build our clients robust portfolios that will stand the test of time.
Fortuna Investors was born out of a search for better investment results. We and our early clients were unsatisfied with the outdated approach offered by mainstream asset managers who risk excessive downside in an increasingly uncertain global economy. Before we were advisors, we were independent investors, and we founded Fortuna based on the simple principle that we should offer clients the same investment management we would want for ourselves, our family and our friends.
Armed with our core models, great families, founders, institutions, and their advisors can improve their chances of flourishing and building a great legacy. We can combine multiple core models in each client SMA to decorrelate and enhance risk-adjusted returns.
