We charge a set percentage, and accounts are billed monthly. Fees are not growth-prohibitive, and you get service from a real person.
We do not get paid commissions.
Risk Floor
We ask you to tell us a downside number, and give you the chance to choose what happens. You will hear from us, but even better - you'll know what to expect.
Privacy-Focused
You are not being Google-tracked. We have no 3rd party vendors. All your data is encrypted.
It's just you, us, and the custodian.
Strategic
We believe the stock market is not always attractive. You should know what you own. But what you own is not more important than knowing how much of it to have.
Fortifi provides
fee-based active management in the choice of risk floor to protect privacy-minded systems around market-oriented strategies for
