Fortis Capital Management LLC
Fortis Capital Management LLC is a Seattle-based SEC-registered investment adviser and asset manager, founded in 2019 and incorporated in Washington state. The firm manages investment portfolios for institutional and high-net-worth individual clients, offering services focused on asset allocation, portfolio diversification, and risk management. As of early 2025, Fortis Capital Management employs approximately 12 professionals and operates primarily in the Pacific Northwest region, serving both private and institutional investors.
Investment Strategy
Fortis Capital Management LLC employs a research-driven investment process, combining active and passive portfolio management. The firm's strategy emphasizes asset allocation, risk control, and diversification across global markets, utilizing a mix of equities, fixed income, and alternative investments to achieve clients' investment objectives. Portfolio construction is tailored based on each client's risk tolerance, goals, and constraints, with a focus on long-term capital appreciation and prudent downside management.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 23.58% | $151.5M | 304,560 | $290.39 | $497.41 | +$38.4M |
S SCHX | SCHWAB STRATEGIC TR | 4.58% | $29.4M | 1,203,290 | $16.02 | $24.44 | +$4.0M |
A AMZN | AMAZON COM INC | 3.28% | $21.1M | 96,168 | $146.33 | $219.39 | +$5.2M |
N NVDA | NVIDIA CORPORATION | 3.26% | $21.0M | 132,624 | $85.55 | $157.99 | +$8.1M |
A AAPL | APPLE INC | 2.13% | $13.7M | 66,556 | $203.40 | $205.17 | +$1.6M |