$140.0M Total AUM
$140.0M Disc. AUM
-0.4% 3Y CAGR
2 Employees
276 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Pioneer glacier
- Established Date
- 05-01-2021
- Office Locations
- 1
Office Locations
200 E. Randolph ST Suite 5100 Chicago IL
About Fortis Portfolio Solutions, LLC
Fortis Portfolio Solutions provides outsourced CIO and investment management support for small and mid-sized RIAs, offering three engagement models from guidance and trade signals to collaborative partnering to full delegation as an integrated investment department. Portfolios are implemented primarily with ETFs with an emphasis on risk management; Charles Schwab is a listed custodian.
Team overview
52 AVG AGE
$70.0M AVG AUM / ADVISOR
$507.2K AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Vertex Focus
Client Personas
Quantum pathway
Investment Themes
Legacy
Investment Vehicles
Meridian element Vital crest
Services
Quantum crest Timber Alpha matrix
Technology
Pathway glacier
Owner & Executives
MERIDITH LOUISE HUTCHENS
Broker, Manager
- CRD
- #2370626
- Ownership
- 75% or more
(868) 237-6594
alpha.atlas@elementcapital.com
in linkedin.com/in/bridge-element
D
David Vincent Guzy
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(780) 857-3705
delta.capital@vectorcapital.com
in linkedin.com/in/insight-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,000,000 | $507,246 |
| Non-Discretionary | $0 | -- |
| Total | $140,000,000 | $507,246 |
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Separately Managed Accounts
Total SMA Asset: $140,000,000
Equity - Exchange:
39.1% Equity - OTC:
26.3% Cash:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,620,946,881 | 39.1% |
| Equity - OTC | $1,090,304,424 | 26.3% |
| Cash | $1,434,392,893 | 34.6% |
| Total | $4,145,644,198 | 100.0% |