Fortis is a licensed independent securities investment advisory company in terms of the Securities and Exchange Act. We offer expertise in risk assessment, strategic asset allocation, commodities trading, corporate and development finance. Today, investors are faced with uncertain and volatile financial markets further complicated by the wide array of available investment options. We are here to guide you through your most challenging financial decisions.
Our corporate advisory services help you to make informed investment decisions. You can trust the expertise we provide to help you create value and grow your business through solutions tailored for your specific investment needs. We rely on our team of seasoned investment professionals who work together to deliver your investment goals, keeping in mind your risk profile. The firm has the research capabilities, skills, knowledge to make timely and prudent investment decisions with your best interests in mind.
Our Philosophy
Our philosophy is focused on meeting clients’ financing and/or investment objectives while managing risk. Critical to our approach is first understanding our clients and their needs.
Our Process
Our advisory process begins when we can understand what our clients are trying to achieve. Fortis applies screening and intensive research to pin-point outstanding opportunities. Your investments are reviewed on an on-going basis to ensure that they optimise the balance of risks and expected returns.
Our Mission
To demonstrate the power of intellectual capital in helping to solve pressing corporate and institutional investing challenges and help clients and achieve their financial goals while maintaining the highest standards of ethical behaviour.
Our Vision
To be a trusted partner for our clients and a recognised leader in corporate investment advisory services.
Our Core Values
Our values reflect our priorities and beliefs:
- Entrepreneurialism – our business is founded on professionalism driven by a spirit of acting in an entrepreneurial manner
- Simplicity – we seek to deliver appropriate investment solutions efficiently, at a low cost whilst maintaining a focus on quality and excellence
- Dependability – consistency is a hallmark of how we do business
- Integrity – we expect the highest ethical standards in our work and personal lives
- Independence – we are committed to remaining a boutique investment firm focused on continual improvement in our performance.