Wise investing for an ever-changing world™
"People who want to build wealth need to know that an investment philosophy and process is critical to any long-term investment strategy." - Bert Herzog, III, Founder and Director, Executive Wealth Management
Defensive Growth Philosophy
Client portfolios are guarded by Fortunatus Investments, LLC, an affiliated advisor offering proprietary models developed by the Executive Wealth Management (EWM) founders and maintained by a professional team of specialists. The portfolios are positioned in an attempt to take advantage of market opportunities while defending the downside.
Fortunatus Investments offers an innovative and disciplined investment management strategy created by the EWM founders in 2009, explained in the video above. Fortunatus expanded the services EWM Offered to our clients and solidified our defensive growth philosophy.
The Fortunatus Investments Protactical™ (proactive + tactical) 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 Fortunatus proprietary research.
The Fortunatus models, available through your relationship with EWM, strive to bridge the gap between asset protection and your desire to grow your wealth.
Build. Defend. Advance.
Your portfolio is positioned in an attempt to take advantage of market opportunities and defend what you've earned. No investment is certain; what is certain is that together Executive Wealth Management will use our resources to work tirelessly with you to build, defend and advance your future.
Fortunatus Investments, LLC is an Executive Wealth Management affiliated Registered Investment Advisor offering an innovative and disciplined investment management strategy created by the EWM founders in 2009.