Fortis Capital Management LLC

Fortis Capital Management LLC, established in 2014, is a financial advisory firm based in Bellevue, WA. The firm offers financial planning and investment management services to individuals, families, businesses, trusts, foundations, charities, and private funds. Fortis primarily builds client portfolios with common stocks, ETFs, and mutual funds, utilizing both active and passive investment strategies. The firm also provides insurance services and acts as the Investment Manager for the Fortis Flagship Fund LP and the Fortis Enhanced Income Fund LP. Fortis is a fiduciary to all clients, acting in their best interests. The firm charges advisory fees based on a percentage of assets under management, with a minimum annual fee of $10,000. Fortis does not participate in wrap fee programs and does not receive commissions from selling securities. The firm has approximately $721.8 million in discretionary assets under management as of December 31, 2024. Clients have investment discretion over their accounts, and Fortis votes proxies on their behalf unless instructed otherwise. The firm has no disciplinary information to disclose and maintains custody of client assets with qualified custodians. Fortis also engages in client referrals and receives compensation for selling insurance products. The firm reviews client accounts regularly and votes proxies in the best interests of clients.