Investment management is much more than applying theories and hypotheses and seeing what plays out.
At Fortiv, our investment strategies are dynamic, custom, and quickly respond to real world market circumstances to optimize your investment objectives.
Our philosophy is…
Our process isn’t a cookie-cutter, one-size fits all approach. Our strategies and suggestions adapt to suit both the market environment and your personal investment goals.
The academic side of money management is based around 50-year-old hypothesis and theories, but in real life the market doesn’t work that way—and neither do we.
Our risk management process focuses on growing capital while also preserving capital. We have a risk reduction strategy for every recommendation, including a targeted maximum drawdown for every model as well as a hedging strategy to address the risk of material losses.
Our characteristic, research-based three step approach creates a comprehensive map of the economic environment, allowing us to create dynamic strategies and solutions.
The traditional investment approach mandates investing in all investment styles and segments all the time, generally for the sake of diversification—and often at the expense of the investor. Our process for both investment selection and deployment aims to maximize value for your portfolio.