Investment Management

We utilize a fee-based approach to managing each of our client’s portfolios that allows us to be a fiduciary to align our interests with our client’s interests.

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When it comes to managing your money, consistently growing assets over time is our philosophy.

There is no shortage of “hot” investments in the world today, however, protecting portfolios when the markets turn negative is a primary focus for Fortress Financial. Obviously, no one can predict the ups-and-downs of the market but based on more than 25 years of experience and the current economic environment, we can allocate your portfolio in a pursuit to help protect and grow your assets.

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