1651 Crossings Parkway
Technology has driven us to expect personalized, accessible, and customized experiences in everything from shopping to listening to music.
That’s why we offer Fortuna, for a strong and connected financial partnership.
This partnership includes you, an experienced financial advisor, and a state-of-the-art portfolio powered by a sophisticated digital platform.
Your advisor understands your goals and keeps you on track toward them through:
Personalized investing advice. With Fortuna, you’ll benefit from a plan tailored to your unique financial situation and your advisor is there when you want guidance or as your needs change.
A customized digital portfolio. Fortuna offers a state-of-the-art investment approach to ensure that your portfolio is monitored regularly, and is automatically adjusted to help you reach your goals.
But the real benefit of Fortuna is confident, connected investing.
You benefit from your advisor’s ongoing support, combined with the convenience of anytime account access and proactive communications that keep you up to date.
Getting started with Fortuna is simple, with just an email address and password you can get going in minutes. Plus, you can open a Fortuna account with as little as $5,000 in investable assets.
Get updates on your portfolio anytime, on any device. You'll also receive a weekly email containing your portfolio status plus email updates on trades, dividends and asset milestones.
Fortuna can manage multiple accounts together, which allows it to allocate your holdings in a tax-efficient way, helping to avoid realized capital gains and opportunistically harvesting tax losses.
Your free Fortuna customized preliminary plan.
To see how Fortuna can work for you, get your free customized preliminary proposal—complete with your recommended investment strategy, portfolio mix, and projected path to your goals.