Fortis Capital Advisors, LLC

Fortis Capital Advisors offers ongoing portfolio management and financial planning services tailored to individuals, families, and businesses. When managing portfolios, Fortis Capital Advisors builds customized investment strategies and monitors accounts on an ongoing basis. Clients can also receive financial planning and consulting covering retirement, estate, and insurance planning. In addition, Fortis Capital Advisors provides educational workshops on personal finance topics and offers access to cash management solutions. Fortis Capital Advisors works with clients through a network of affiliated advisors and utilizes preferred brokerage custodians such as Charles Schwab and Fidelity. While Fortis Capital Advisors tailors strategies to individual goals, the firm and its related persons maintain affiliations with insurance agencies, tax professionals, and proprietary investment funds, which can create financial incentives and conflicts of interest when recommending certain products.