Protactical™ Process

Protactical™ Process

We use a disciplined, risk adjusted and timely approach to investing. Our investment management models, developed and managed in-house under the name Fortunatus Investments, track the daily opportunities within the global marketplace using our proprietary Protactical™ relative strength and momentum trend research. This innovative tactical investment approach ensures our managed models seek to take advantage of market trends and maximize your risk-adjusted returns. As a firm, we will emphasize downside protection strategies. Performance returns of our Fortunatus Investment models have been voluntarily verified and are compliant with the Global Investment Performance Standards (GIPS). This independent audit provides transparency and separates our firm from most other firms who choose not to have their investment returns verified.

Fortunatus Investments is an innovative and disciplined investment management firm. Our Protactical™ approach strives to anticipate opportunities in the global markets with the flexibility to make timely and tactical model adjustments based on client risk tolerance and our proprietary research. We offer a separately managed account (SMA) program developed to allocation customized, risk adjusted models tailored with the goal of meeting or exceeding their benchmarks and our client’s objectives. This program was created to provide a solution to meet the needs of the most any individual investor, institution, pension plan, or endowment and features a broad offering of asset allocation, fixed income, and opportunity strategies.

Our management approach is designed to track the strengths of the global marketplace. Based on our proprietary relative strength and momentum research, we tactically rebalance our accounts to ensure our positions are appropriately aligned to seek to take advantage of market trends to maximize risk adjusted returns. In today’s global marketplace, we believe experience, client communication, and transparency are the keys to ensuring consistent performance and satisfied clients. In the end, it’s not how much you make, it’s how much you keep. 

 

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Fortunatus’ Protactical™ Investment Process combines fundamental and relative strength research to identify opportunities in the global marketplace, the investments best positioned to take advantage of those opportunities, and the timing to make those tactical adjustments.

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01Identify Global Opportunities

Within a diversified framework, Fortunatus Investments uses a top down approach to tactically align our models across global equity, fixed income and alternative assets. Based on model objectives, our proactive approach also pursues opportunities within each asset class to further exploit situations in which the risk for executing the strategy is rewarded.

02Relative Strength Analysis

Fortunatus Investments combines the fundamental research needed to identify superior funds and ETFs with relative strength and momentum research in order to provide a complete investment approach. Relative strength and momentum research assists us in delivering alpha* across all market cycles by triggering entry and exit points, inter-quarter tactical moves and downside protection strategies.

* ALPHA = A measure of the difference between a model’s actual
returns and its expected performance, given its level of risk.

03Fundamental Research

After appropriate risk/reward opportunities are identified, fundamental research is used to determine the investments that are best positioned to capitalize on these opportunities. With a focus on institutional mutual funds and ETFs in an effort to keep expenses at a minimum, our research seeks to identify investment managers with a strong track record of risk adjusted returns and a proven management process.

04Ongoing Review

For each of our models, the Fortunatus Investment Team meets regularly to review global marketplace trends and how to position the models to take advantage of those trends. The ongoing assessment of the models includes performance reviews, a fundamental review of the positions held using our proprietary Point System, and relative strength reviews of sectors and asset classes.

Advisory Services offered through Executive Wealth Management, LLC. A SEC registered Investment Advisor. Securities offered through Private Client Services, Member FINRA/SIPC. Private Client Services is not affiliated with Executive Wealth Management, LLC (or affiliated companies).

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TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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