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Fortis Group Advisors
What We Do
- Listen to you and ask questions until we understand fully what is important to you and what you wish to accomplish.
- Evaluate your financial goals, risk tolerance, time horizons, liquidity, income needs, and other pertinent information.
- If applicable, evaluate your current portfolio to determine which investments are suitable based on your specific parameters and competitive alternatives.
- Design and implement a portfolio tailored to your particular guidelines.
- Monitor your investments on an ongoing basis.
- Make specific recommendations regarding adjustments to your portfolio based on our best professional evaluation of changes in your personal situation and economic and market conditions.
- Provide you with an implementation schedule for our recommendations as assurance that every strategy you choose to implement is accomplished.
- Coordinate your legal and tax work among your various advisors or refer you to attorneys and CPAs.
What We Will Not Do
- Provide legal or tax advice.
- Guarantee a rate of return or against loss of principal.
- Avoid your questions.
What You Will Receive
- Quarterly Portfolio Performance Reports.
- Our weekly “Market Commentary” if e-mail provided.
- Specific allocation recommendations, as necessary.
- Specific security recommendations, as necessary.
- Reviews as required to be sure you are on track to achieving your objectives.
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