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Meet Fortuna, an online investment platform plus a dedicated financial advisor

Fortuna is the digital platform that puts you confidently in control, easing you into investing with automated portfolio management, plus my guidance and support, whenever you need it.

Ready to get closer to achieving your financial goals? Fortuna can help.

We’ll work together to build a plan tailored to your unique financial situation and goals. Then we’ll let Fortuna take care of the rest. Its state-of-the-art technology will monitor your portfolio regularly and adjust automatically to keep you on track. Watch to learn more.

Our Process

Getting started with Fortuna is simple, with just an email address and password you can
get going in minutes. Plus, you can open a Fortuna account with as little as $5,000 in investable assets. 

Our History

Get updates on your portfolio anytime, on any device. You'll also receive a weekly email containing your portfolio status plus email updates on trades, dividends and asset milestones.

Our Values

Fortuna can manage multiple accounts together, which allows it to allocate your holdings in a tax-efficient way, helping to avoid realized capital gains and opportunistically harvesting tax losses.

Get started with a free personalized proposal

To see how Fortuna can work for you, simply answer a few questions about yourself to get a free personalized proposal—complete with your recommended investment strategy, portfolio mix, and projected path to your goals. Get started!

Contact your financial advisor today and learn how to get started.