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Fortunatus Investments, LLC

  •  Tel: 855 807 6585
  •  Fax: 810.229.6775

Fortunatus Investments, LLC

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Strategies

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.

Asset Allocation

Opportunity

Fixed Income

Strategies

  • Asset Allocation
  • Opportunity
  • Income
  • Equity
  • Managing Your Finances
  • Business Succession Planning
  • Charitable Giving
135 W North St., Suite 1
Brighton, MI
48116 United States

  •  Tel: 855.807.6585
  •  Fax: 810.229.6775
  • ​Info@fortunatusinv.com

Fortunatus Investments, LLC (Fortunatus) is a Registered Investment Advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. Fortunatus features a suite of asset allocation, income, and tactical opportunity models available to Registered Investment Advisory firms. Website intended only for residents of the United States. Fortunatus does not give tax or legal advice. Material on this website is provided for information purposes only and should not be construed as an offer to sell, or solicitation of an offer to buy nor recommend any security. Prior to June 2014, Fortunatus was a wholly owned subsidiary of Executive Wealth Management, LLC ("EWM"). Fortunatus and EWM are affiliated entities under common ownership and control.

© 2019 Fortunatus Investments, LLC. All rights reserved.

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