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Fortis Management Group

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website fortismgmt.com
Client types

Overview

Fortis Management Group assists ultra-high net worth families in making informed financial decisions through ongoing, strategic analysis of their complete financial landscape on a fee-only basis. The team, composed of resourceful expert-generalists, offers a comprehensive range of family office services while notably refraining from providing investment advice. This commitment allows Fortis to serve as an unbiased advisor and a true custodian of clients’ interests. Clients appreciate the firm’s broad expertise, transparency, and ability to navigate complex situations, but it is the company's dedication to decency, integrity, and close communication that fosters lasting relationships across generations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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