Investment Strategies

At Fortify Financial Services, we offer a full range of Investment Strategies customized to your risk tolerance, stage of life, goals, desire for involvement, asset level, tax sensitivity, and investment experience. We use a variety of account structures and tenancy considerations to support your established planning goals.

Our independent platform gives us access to a large variety of investments including individual stocks, mutual funds, unit investment trusts, exchange traded funds (ETFs), variable annuities, fixed annuities, bonds, structured notes, real estate investment trusts, options contracts, term and permanent life insurance contracts, limited partnerships, equipment leasing, and many more.

Our most flexible and sensible investment strategy is DisciplinedIQ, which is more than an investment strategy. It is a comprehensive investment process that focuses on several key management principles and the use of these principles to provide the level of investment advice and service our clients expect of us. These principles include the adherence to specific fiduciary standards of care, maintaining independence from restrictive industry traditions, disciplined investment selection, risk-based flexible investment allocation, and the use of an account structure that provides for timely account management based on these factors. There is really much to be said about DisciplinedIQ, so we encourage you to explore this investment process further by continuing to the website for a more detailed description of how this process addresses your investment questions.

No investment strategy can assure success or the avoidance of loss.