There are a multitude of factors that must be considered when it comes to managing assets--cost, diversification, your goals for the assets, tax implications, consistent monitoring—just to name a few. At Fortress we take all of those factors and follow a disciplined process to prove the best opportunities for our clients to reach their goals.
Comprehensive. Whether we are managing a portion or the entirety of your portfolio, we take a holistic approach to providing you portfolio management. We spend time understanding what this asset means to you, and what you hope to accomplish with this asset. Whether that is leaving a legacy for future generations or funding your retirement needs, we develop a portfolio that is specifically designed to help achieve your desired outcome.
Independent. We operate as an independent financial advisory firm and believe that this distinction is very important. Other firms may have access to a variety of investment products and strategies, but receive additional compensation from some companies. This begs the question: is this investment best for the client or best for the advisor’s compensation? By being an independent advisory firm, we have no allegiance to any investment company. Instead, we use your financial plan to navigate through the abundance of options and choose only those investments that best address your needs.
Process Driven. When we are developing a financial strategy for you, we follow a defined investment process. We utilize the information that you provided us—how comfortable you are with risk, how long you have to invest, how you intend to utilize this investment—along with stringent evaluation of investments to develop a portfolio that is unique to you. We utilize stocks, bonds, mutual funds, index funds, ETF’s, REIT’s, alternative investments, and a variety of other products depending on what we are trying to accomplish.