Fortress Financial Services is an independent financial services firm registered and licensed in New Zealand. Fortress Financial provides Wealth Management and Preservation services. Fortress Capital Commercial is a 'wholly owned subsidiary of Fortress Financial Limited.
- Strategies:
The Fortress Financial Asset Growth Strategy provides a focused asset allocation framework that seeks medium-term capital appreciation while managing “tail risk” to exploit market volatility and to avoid any principal losses. The Strategy seeks to generate excess return through the use of aggressive sector rotation and multiple forward-looking forecasts.
- Philosophy:
Our guiding philosophy is first to preserve and secure wealth, then to grow it. In order to achieve solid rates of return in any investment climate a process needs to be put in place and adhered to. This process consists of Asset Allocation and Client Risk Analysis, Market Analysis, Sector Analysis, Fundamental Research, Technical Research, and continuous monitoring.
- Process:
Fortress adjusts asset deployment allocations based on equity fundamentals and stringent valuation. Asset allocation decisions are made by Senior Portfolio Managers during the monthly meetings of the Fortress Investment Committee. The committee is chaired by Mr. Mokhtar and includes senior portfolio managers from each asset class.
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