A steadier course to your financial goals
Fortuna is a one-stop, boutique advisor helping exceptional individuals, families and institutions grow their resources. We act as your financial co-pilot, so you can pursue your mission on your terms. We pair our decades of financial planning expertise with a suite of systematically traded strategies that limit drawdowns and volatility for clients who demand consistent results.
The Fortuna Advantage
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We aim to provide our clients better returns with less risk than conventional investment advisors.
We believe that clearly-defined investment strategies with strict risk controls offer clients the best chance to outperform with fewer and shallower drawdowns.
We practice systematic tactical asset allocation, a field where academic research and empirical testing are used to design portfolios that offer the highest possible returns per unit of risk.
Simply put, our portfolios have a better chance of providing strong returns with less downside through any economic environment.
Combined with a solid plan, this means more confidence in the future and a higher likelihood of achieving your goals, whether your time frame is three years or thirty.
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We help our clients find clarity, confidence, and real wealth through comprehensive financial planning.
Whether you are buying your first house or your first company, the considerations are manifold. Cash flow considerations, borrowing terms, tax codes, and securities laws will make the right decision look very different, to different people.
Understanding where and when you can maximize your returns, reduce risk, and spend less on taxes is a full-time job. Done well, the impact is significant.
We handle those details for you proactively, so you can focus on your primary mission and derive the best possible livelihood from it.
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We invest systematically. Every decision in our investment process is generated by a set of rules. These are not mere guidelines, but exact instructions for when to take positions, the size of those positions, and when to sell. Trading by rules alone eliminates noise and confusion from the investment process and ensures that each decision is the statistically optimal one.
Our process systematically harnesses the factors that drive returns, and incorporates multiple layers of downside protection. We have taken great care to avoid over-optimizing our rules to past data, and have designed our systems to be robust to an unknown future.
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Our clients are highly effective knowledge professionals and entrepreneurs who work in industries new and old. A software engineer or marketer today will experience vastly different compensation, tax, and cash flow situations throughout their career. Their financial co-pilot should know how to properly deal with with cash, equity, and token compensation, one at a time or all at once. They should be maximizing tax efficiency and employee benefit usage so their client is always moving closer towards financial independence, and wherever possible help their clients earn more and save more.
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We are an Independent Registered Investment Advisor. We are not a broker-dealer and we receive no commission revenue. Our revenue only grows when our clients get wealthier and refer their friends. Our only loyalty is to you, and we’re obligated to only make decisions which further your interests. When it comes to your wealth and freedom of action, alignment is the only option.