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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-05-2016
- Office Locations
- 1
Office Locations
About Fortifi Capital, LLC
Fortifi Capital is a fee-based RIA in Akron, OH providing investment management and financial planning for retail and institutional clients. Portfolios are built strategically with active asset allocation and a “risk floor” approach that defines an acceptable downside and a pre-set response. The firm is commission-free, bills advisory fees monthly, and primarily implements via cash, public funds/ETFs, and fixed income, with custody at Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARRETT ALAN BOONE
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5493919
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,849,989 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,849,989 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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