200 E. Randolph St, Suite 5100                         Chicago, IL 60601                   Ph: 713-854-6442

200 E. Randolph St, Suite 5100

Chicago, IL 60601     

Ph: 713-854-6442

Investment Research for Independent RIAs
We Manage the Money
You Manage the Feelings

Fortis Analytics was built for independent RIAs with in-house research teams who want to deliver institutional-grade investment advice without making their clients feel like they are part of a machine.

You get access to quantitative research, GIPS-verified models, plain-language client communications, and ongoing buy/sell guidance, while choosing how much you wish to delegate.

Schedule a 30-Minute Call → See If You Qualify →
Investment Research for Independent RIAs
We Manage the Money
You Manage the Feelings

Fortis Analytics was built for independent RIAs with in-house research teams who want to deliver institutional-grade investment advice without making their clients feel like they are part of a machine.

You get access to quantitative research, GIPS-verified models, plain-language client communications, and ongoing buy/sell guidance, while choosing how much you wish to delegate.

Who Is It For?
Our clients are RIA firms who want to inspire their clients.
They care about:
→Being relationship managers and financial planners (as opposed to research analysts)
→Devoting more face time to clients than the industry norm
→Communicating with clients in an easy, plain-language way, so they "get it" without feeling talked down to or flooded with technical jargon
→Running an investment operation efficiently to unlock growth with minimal friction
→Not paying more investment fees as their AUM grows
→Making sure female clients are equipped with the knowledge they need to feel included in and empowered by the investment process
→Improving financial planning, tax planning, retirement income strategies, estate planning guidance, or behavioral coaching instead of spending resources on market research and models
→Growing with maximum efficiency
Why Fortis
Why Fortis?
Verified Credibility
Performance is verified under GIPS (Global Investment Performance Standards), the same institutional standard used by major asset managers.
Better Economics
Separately Managed Account, or SMA, platforms typically charge a percentage of assets fee that grows as client assets grow. A flat-fee structure means the economics improve as the advisor scales.
Plain Language
As a female portfolio manager, Meridith Hutchens grasps the nuances of how female clients think about their money and their need for intuitive language. We provide advisors with clear, data-backed rationale for every allocation decision — making it straightforward to explain investment choices in plain language. This easy, clear method of communication benefits all clients.
Engagement Models
Investment management, your way

Not every firm operates the same way. Fortis offers three distinct engagement models designed to fit your workflow, your team, and your clients' needs.

01
You lead,
we support

Prefer to stay in the driver's seat? This model equips you with timely trade signals, strategic insights, and the analytical rationale you need to act with confidence — while keeping final decisions firmly in your hands.

02
A collaborative
partnership

For firms that want a hands-on partner rather than a hands-off vendor. Fortis integrates directly with your team to share the investment management workload, enhance your capabilities, and streamline day-to-day operations.

03
Full
delegation

For firms ready to fully outsource their investment process. Fortis becomes your complete investment department — handling research, portfolio construction, execution, and ongoing management — so your team can focus entirely on client relationships and growth.

Engagement Models
Investment management, your way

Not every firm operates the same way. Fortis offers three distinct engagement models designed to fit your workflow, your team, and your clients' needs.

01
You lead,
we support

Prefer to stay in the driver's seat? This model equips you with timely trade signals, strategic insights, and the analytical rationale you need to act with confidence — while keeping final decisions firmly in your hands.

02
A collaborative
partnership

For firms that want a hands-on partner rather than a hands-off vendor. Fortis integrates directly with your team to share the investment management workload, enhance your capabilities, and streamline day-to-day operations.

03
Full
delegation

For firms ready to fully outsource their investment process. Fortis becomes your complete investment department — handling research, portfolio construction, execution, and ongoing management — so your team can focus entirely on client relationships and growth.

Let's Talk
Ready to See What This Looks Like
for Your Firm?
Whether you are managing investments in-house and consumed by the workload, or paying premium fees for SMA models that are not delivering — there is a better way. Fortis was built specifically for RIAs in exactly this position.
Schedule a 30-Minute Conversation → See If You Qualify →