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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.
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.
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.
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.
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!