Fortunatus Investments to be Introduced at the TD AMERITRADE 2011 Institutional National Conference

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New Protactical™ investment approach offers independent advisors innovative allocation models and strategy.

Fortunatus Investments

The centuries-old allegory of Fortunatus teaches the value and significance of wisdom.

Fortunatus Investments provides investment advisors a way to revolutionize their practice using a unique, proactive, and disciplined approach positioning their clients to take advantage of market opportunities and the timing to make tactical adjustments.

Fortunatus Investments, an innovative and disciplined investment management firm developed by Brighton, Michigan-based Executive Wealth Management, will be introduced at the TD AMERITRADE 2011 Institutional National Conference in San Diego, February 2-5.

Unique to Fortunatus is its “Protactical™” investment approach that anticipates opportunities in global markets with the flexibility to make timely and tactical portfolio adjustments based on client risk tolerance and proprietary research. It provides downside protection while participating in market up trends. The separately managed account (SMA) platform that will be debuted in San Diego has been developed to allocate customized, risk adjusted portfolios tailored to meet or exceed their benchmarks and client’s objectives. This platform was created to provide a solution to meet the needs of most any individual investor, institution, pension plan or endowment and features a broad offering of asset allocation, fixed income and rotation portfolio strategies.

The team at Executive Wealth Management has spent the past ten years developing the Fortunatus Platform and has tracked its performance since 2007 to prepare for its 2011 launch.

“We believe that in the ever-changing global financial markets of the 21st century, a passive buy and hold approach fails to properly protect investors against downsize risk,” said Fortunatus Chief Investment Officer Timothy Giampetroni, CFA. “Fortunatus Investments provides investment advisors a way to revolutionize their practice using a unique, proactive, and disciplined approach positioning their clients to take advantage of market opportunities and the timing to make tactical adjustments. Our SMA Platform allows advisors to focus on the growth of their practices while remaining actively involved in the investment management of each client’s portfolio.”

Fortunatus Investments’ terms its management system “Protactical™,” because it combines a proactive investment approach with tactical asset management. “As part of our partnership with investment advisors, we continually supply tools and signals to ensure that client portfolio allocations are aligned to individual risk tolerance and investment goals,” said Giampetroni.

Fortunatus Investments allows investment advisors to:

  •     Take advantage of long term and short term positions to maximize risk-adjusted returns
  •     Ensure that the overall asset mix is in line with market movements and momentum trends
  •     Take an active role in clients’ money management
  •     Monitor portfolios daily on multiple levels

“We feel that advisors who wish to free up their most precious commodity – their time, but still have an active role in the management of their clients' portfolios will appreciate our Protactical™ Investment Approach, valuable insight, and in-depth research,” Giampetroni said.

For additional information, contact Fortunatus Investments at 885-807-6585, or visit http://www.fortunatusinv.com.

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Lisa McCormick
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