Fortius Advisors

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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21 Years

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(801) 505-4180Call Visit WebsiteVisit Website Map & DirectionsDirections136 E South TempleSalt Lake City, UT 84111 Write a ReviewWrite Review

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Phone: (801) 233-0035

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Fortius Financial Advisors, LLC

Fortius Financial Advisors

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https://www.fortiusadvisors.com/contact-us

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Phone: (801) 505-4180

Address: 136 E South Temple, Salt Lake City, UT 84111

Website: https://www.fortiusadvisors.com/contact-us

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Fortius Advisors

Investment Management
Fortius Advisors is a fee-only registered investment advisory firm with offices in Utah and Florida. We have provided wealth advisory services including comprehensive financial counseling and investment management to individuals, business entities and non-profit clients since 2003.
Bonds
Wealth Management
Founded in 2003, Fortius Financial Advisors, LLC. provides a wide range of wealth management services, with a focus on managing risks and growing your wealth. Fortius Advisors work as a team to provide clients with a wide range of expertise and talent. We value technology and our clients benefit from industry leading accounting and performance reporting systems and a secure client internet portals for document delivery. We use a leading client relationship management system (CRM) so that we can provide continuity of service from one client advisor to the next. Fortius has chosen to partner with TD Ameritrade as our primary custodial partner. Long considered a leader in technology platforms, TD Ameritrade Institutional is a powerful partner for Fortius and a wonderful safeguard for our client’s assets.

Accounting Services

Financial Planning
Retirement Planning
Fortius has two main concerns when it comes to retirement: Planning and Investing. Retirement planning means providing clients with a realistic picture of what their current asset base will provide for over a retirement period and modeling different risks so as little is left to chance as possible. We do not believe that retirement planning needs to be complicated, or that it must include a 50 page budget analysis, but we are in favor of certain high level plans that use the latest collective wisdom to provide a reasonable view of what might be. This approach provides a starting point and allows for an approachable process that can be repeated often as circumstances change over time.
Asset Management
At Fortius we believe that investing should be based on a simple approach: defining your needs, defining your timeframe and defining your tolerance for risk. This concept of “Asset Allocation” serves as the foundation of our strategy, and is utilized to provide maximum returns while remaining focused on our investors’ stated goals and managing risk.

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