Overview

- Overview -

 

Fortunatus Investments is an innovative and disciplined investment management firm. Our Protactical™ approach strives to anticipate opportunities in the global markets with the flexibility to make timely and tactical model adjustments based on client risk tolerance and our proprietary research.

We offer separately managed account (SMA) program developed to allocate customized, risk adjusted models tailored to meet or exceed their benchmarks and our client’s objectives.

Our investment approach is designed to track the strengths of the global marketplace. Based on our proprietary relative strength and momentum research, we provide rebalancing instructions to other Registered Investment Advisors (RIAs) to ensure their positions are appropriately aligned to take advantage of market trends to maximize risk adjusted returns. We align ourselves with independent advisors and strive to create enduring relationships. In today’s global marketplace, experience, client communication and transparency are the keys to ensuring consistent performance and satisfied clients. In the end, it’s not how much you make, it’s how much you keep.

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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