A steadier course to your financial goals
Fortuna is a one-stop, boutique advisor helping exceptional individuals, families, and institutions grow and protect 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.
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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 episodes of downside volatility.
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.
Our portfolios have a better chance of providing strong returns with less downside through any economic environment.
Combined with a bespoke financial plan, this ensures confidence in the future 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 determine make the correct course of action.
Understanding where and when you can maximize your returns, reduce risk, and spend less on taxes is a full-time job. Done properly, the impact on life and legacy 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 help start, administer, and steward the balance sheets of select companies and nonprofit foundations seeking to promote human flourishing.