Wise Investing for an Ever Changing World™

An innovative and disciplined investment management firm providing portfolio management expertise and advisor tools to support business growth. Fortunatus Investments provides a revolutionary approach to investment management with our ProtacticalTM Investment Process – positioning investors to take advantage of market opportunities with the flexibility to make tactical adjustments.

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About Us

 

Fortunatus Investments is an independent registered investment advisor (RIA) located in Brighton, MI. We provide investment solutions and proactively partner with advisors by continually supplying the tools and signals to ensure portfolio allocations are aligned with the current market environment.

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Philosophy

 

We believe that providing downside protection during market declines adds value over full market cycles. Our Protactical™ investment approach applies this tactical overlay to all of our strategies, allowing investors to participate in market advances while protecting assets during prolonged market declines.

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Strategies

 

Fortunatus Investments primarily features Asset Allocation, Opportunity, and Fixed Income strategies. Each strategy has a tactical overlay to provide downside protection during market declines for the market segments that the model participates in.

Past performance is no guarantee of future results.  Fortunatus Investments, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC).  Prior to June 2014 Fortunatus Investments, LLC was a wholly owned subsidiary of Executive Wealth Management, LLC a Registered Investment Advisor with the Securities and Exchange Commission.  Fortunatus Investments, LLC does not offer Tax or Legal Advice.   Material provided is for information purposes only and should not be used or construed as an offer to sell, or solicitation of an offer to buy nor recommend any security.  Please refer to our website, www.fortunatusinv.com, or call us at 855-807-6585 for additional information including performance results and further disclosures. 

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