Fortress Financial Group, LLC
Fortress Financial Group, LLC is an investment adviser firm based in Rochester, Minnesota. Founded in 2005, it provides expert investment management and comprehensive financial planning services to help clients retire with confidence. The firm is planning-centric, offering customized strategies that reflect each client's personal goals and aspirations, and provides fiduciary advice on a fee-only basis without commission-driven motives. Fortress serves individuals and families seeking financial security and retirement planning, and employs a team dedicated to delivering unbiased, personalized support.
Investment Strategy
Fortress Financial Group emphasizes a planning-centric approach, creating step-by-step, tailored financial strategies to help clients achieve retirement goals. The firm acts as a fiduciary, offering personalized, unbiased, and fee-only advice, focusing on simplifying complex financial concepts and adapting plans to each client’s evolving life circumstances. Their strategy centers on building resilient financial foundations and maximizing retirement income through ongoing advisory relationships.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSG | ISHARES TR | 11.50% | $13.6M | 90,239 | $138.96 | $150.40 | +$1.3M |
I IUSV | ISHARES TR | 10.62% | $12.5M | 132,556 | $92.58 | $94.63 | -$472.9K |
R RSP | INVESCO EXCHANGE TRADED FD T | 7.18% | $8.5M | 46,648 | $175.97 | $181.74 | +$1.5M |
F FELC | FIDELITY COVINGTON TRUST | 6.96% | $8.2M | 238,410 | $34.49 | $34.49 | +$8.2M |
I IJT | ISHARES TR | 4.99% | $5.9M | 44,253 | $134.39 | $133.04 | +$2.0M |