Quarterly Letters - Fortis Financial Group

Fortis Financial Group

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Quarterly Letters

Quarterly Letters

Q3 2025
Q2 2025
Fortis Tariffs Update (4.17.2025)
Q1 2025

Q4 2024
Q3 2024
Q2 2024
Q1 2024

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Bellevue, WA 98006

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Fortis Capital Management LLC (“Fortis”) DBA Fortis Financial Group is registered as an investment adviser with the Securities and Exchange Commission. Registered investment adviser does not imply a certain level of skill or training. Fortis may only transact business in those states in which it is registered or has completed the appropriate notice-filing requirements. This website is limited to the dissemination of general information regarding Fortis and Fortis’ services and should not be used as the primary basis of investment decisions nor should it be construed as a solicitation or advice designed to meet the particular investment needs of any specific investor. Prospective clients should consult with a financial consultant to review their investment objectives and financial situation before determining whether any investment, security, or strategy is suitable. A copy of Fortis’ Form CRS providing information regarding Fortis’ services, fees, and other important disclosure items is available on this website. Any opinions expressed on this site or in any Fortis–authored documents are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. No information should be interpreted to state or imply that past results are an indication of future performance. All materials presented are compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. No portion of the web site content should be interpreted as legal, accounting or tax advice. The email link on the Contact page does not generate an encrypted (secure) message. You may not link other websites to this website without the written permission of Fortis. Unauthorized use of this site, or any of the material on this site without the permission of Fortis, is prohibited.