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RIA · CRD 175072State-Registered Investment Adviser

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Fortuna Investors

Fortuna is an investment advisor maximizing returns and minimizing risk for great families, founders, and the institutions they build. It diversifies...

Overview

Fortuna is an investment advisor maximizing returns and minimizing risk for great families, founders, and the institutions they build. It diversifies globally across stocks, bonds, real estate, commodities, cryptocurrencies, options, private markets, and styles. The firm uses quantitative, rules-based processes and acts as a fee-only fiduciary advisor.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Jupiter

Corporate office

New York, NY, United States

Principals

Michael Ritger

Founding Principal | Portfolio Manager

Brent Hause

Principal | Portfolio Manager

Vedant Mimani

Founding Principal | Portfolio Manager

Sector focus

Private EquityReal Estate

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