Fortem Financial Group, LLC
Fortem Financial Group, LLC is a registered investment adviser headquartered in Palm Desert, California. Founded in 2011, the firm provides independent fiduciary wealth management and financial planning services primarily to individual and high net worth clients. As of April 2025, the firm manages approximately $528.5 million in assets and employs around 10 professionals, including investment, advisory, and broker staff. Fortem serves clients across the United States, offering comprehensive portfolio management, financial planning, and access to affiliated cash and credit management services.
Investment Strategy
Fortem Financial Group, LLC provides discretionary investment management and comprehensive financial planning for retail clients, with services that include portfolio monitoring, financial situation assessments, and goal-based investment advice. The firm does not impose a minimum account size and reviews client accounts typically on a weekly basis. Investment recommendations are not limited by asset class or type, allowing for fully diversified portfolios based on clients’ objectives. In addition to direct management, Fortem selects other advisers as needed and offers affiliated cash and credit services. Fortem emphasizes individual client goals, aims for diversified long-term growth, and regularly reviews strategies to align with changing client needs.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U URA | GLOBAL X FDS | 4.70% | $14.6M | 375,403 | $27.30 | $38.81 | +$6.4M |
N NVDA | NVIDIA CORPORATION | 4.25% | $13.2M | 83,461 | $23.76 | $157.99 | +$4.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | 4.06% | $12.6M | 92,268 | $32.89 | $136.32 | +$5.4M |
A AMLP | ALPS ETF TR | 3.77% | $11.7M | 239,428 | $47.07 | $48.86 | -$836.6K |
S SRLN | SSGA ACTIVE ETF TR | 3.47% | $10.7M | 258,408 | $41.38 | $41.59 | +$6.0M |