Fortis Group Advisors, LLC

Fortis Group Advisors, LLC is a SEC-registered investment advisory firm headquartered in Atlanta, Georgia. The firm was founded by John Carew, who serves as Managing Partner and leads the firm's strategic direction, investment philosophy, and client advisory operations. The leadership team also includes Partner and Senior Wealth Advisor Matthew DeVries, who contributes to portfolio strategy and high-net-worth client engagement. Fortis Group Advisors operates as a fiduciary wealth management practice, delivering integrated financial planning and investment management services designed to address the complex and evolving needs of affluent individuals, families, and business owners. The firm's name draws from the Latin "fortis" — meaning strong or courageous — signaling a philosophical commitment to resilient, conviction-driven wealth management that endures across market cycles. This positioning aligns with the firm's emphasis on long-term planning frameworks anchored by disciplined portfolio construction rather than reactive, trend-chasing investment behavior. Fortis Group Advisors files quarterly 13F disclosures with the SEC under CIK #0001815183, with an initial filing history commencing around 2020. The public disclosure record therefore captures the firm's equity positioning through a particularly eventful market period — encompassing the post-COVID recovery rally, the speculative growth peak of 2021, the sustained 2022 bear market driven by inflation and monetary policy normalization, and the subsequent 2023–2024 recovery and technology-led advance. This condensed but volatile window provides meaningful insight into how the firm's investment discipline and allocation framework have navigated significant regime transitions. Operating from Atlanta — one of the Southeast's premier financial services and corporate headquarters markets — the firm benefits from proximity to a deep base of affluent professionals, business owners, and corporate executives who constitute its natural client demographic.

Fortis Group Advisors employs a growth-oriented blend strategy that combines diversified market exposure through broad-market ETFs with selective individual equity positioning in companies exhibiting favorable growth characteristics, competitive durability, and strong financial fundamentals. The firm's 13F Portfolio Composition reflects a thoughtfully layered portfolio architecture designed to balance the efficiency and diversification of passive market participation with the targeted alpha potential of active security selection. The portfolio core is anchored by broad-market exchange-traded funds that provide efficient exposure to U.S. large-cap equities and, in some instances, international or sector-specific market segments. These ETF allocations serve as structural building blocks that deliver reliable market beta at low cost, forming the diversification foundation upon which the firm's active equity selections are layered. This core-satellite framework is a hallmark of advisory practices that recognize the empirical difficulty of consistently outperforming efficient markets through security selection alone while maintaining conviction that selective active positioning can add incremental value in well-researched opportunity sets. Individual equity selections within the portfolio demonstrate a discernible growth orientation, with holdings tending to cluster among companies characterized by above-average revenue and earnings growth trajectories, innovative market positioning, and scalable business models. Technology holdings feature prominently — reflecting both the sector's dominant role in U.S. equity market composition and the firm's active affinity for companies driving digital transformation, cloud computing, artificial intelligence, and related secular growth themes. Healthcare, financial services, and consumer-facing companies complement the technology allocation, providing cross-sector diversification while maintaining the portfolio's quality-growth character. The Sector Allocation History observable across the firm's filing record reveals a relatively stable sector framework with measured adjustments over time. While the growth orientation creates a natural overweight toward technology and innovation-driven sectors, the firm maintains sufficient breadth across other sectors to avoid the concentration risk that can accompany pure growth mandates. Allocation shifts between quarters appear incremental and deliberate, consistent with a strategic rebalancing approach that responds to valuation drift and portfolio-level risk considerations rather than short-term macro speculation. Turnover falls in the low to moderate range, indicating a patient, conviction-driven holding philosophy. New positions are established selectively, existing holdings are maintained as long as the underlying investment thesis remains intact, and exits appear to be driven by thesis completion or deterioration rather than momentum-based rotation. This measured trading cadence supports after-tax compounding behavior — a critical consideration for the firm's high-net-worth client base, where tax efficiency can meaningfully impact net-of-tax wealth accumulation over multi-decade planning horizons. The advisory-integrated nature of the firm's investment approach adds a planning dimension to portfolio construction. Asset allocation and security selection decisions are made within the context of individual client financial plans — incorporating retirement timelines, tax situations, liquidity requirements, and estate planning objectives — ensuring that investment strategy serves the broader wealth management architecture rather than operating in isolation. INVESTMENT RISK PROFILE The risk characteristics embedded in Fortis Group Advisors' disclosed portfolio reflect a balanced approach that embraces equity market participation while maintaining structural safeguards against concentrated or excessive risk-taking. Several layers of risk mitigation are observable across the firm's filing history. Diversification at both the asset and sector level serves as the primary risk management mechanism. The ETF core distributes a significant portion of portfolio capital across hundreds of underlying securities, effectively neutralizing idiosyncratic single-stock risk for the portfolio's foundation. Individual equity selections introduce targeted growth exposure, but the cross-sector distribution of these positions — spanning technology, healthcare, financials, and consumer names — prevents the concentrated sectoral blow-up risk that can devastate narrowly focused growth portfolios. The Volatility Profile of the disclosed portfolio would be expected to track moderately close to broad equity benchmarks, with slight elevation attributable to the growth orientation of individual equity selections. Growth equities typically exhibit higher beta characteristics during risk-off environments, as multiple compression disproportionately affects companies valued on future earnings expectations. During the 2022 bear market, when the Federal Reserve's aggressive rate-hiking cycle triggered severe growth equity underperformance, the portfolio's growth tilt likely introduced incremental drawdown relative to blended benchmarks, partially offset by the stabilizing influence of the diversified ETF core. The Max Drawdown Depth during acute stress events represents a critical risk evaluation dimension. The firm's filing history encompasses both the rapid March 2020 COVID crash — characterized by extreme but brief dislocation followed by a swift recovery that rewarded equity holders who maintained positioning — and the more sustained 2022 drawdown that tested patience and conviction over multiple quarters. The portfolio's behavior across these qualitatively different stress events, observable through historical replication and backtesting tools, provides diagnostic insight into whether the firm's risk management framework maintains composure during both shock events and prolonged adverse conditions. The firm's fiduciary advisory model introduces a structural risk governance layer. Client-level suitability assessments and financial plan integration ensure that equity exposure intensity is calibrated to individual risk tolerances, time horizons, and liquidity requirements. This personalized risk calibration reduces the probability of aggregate portfolio positioning that exceeds client capacity for drawdown absorption — a behavioral risk factor that erodes long-term compounding when clients capitulate during adverse periods. The planning-integrated approach to risk management is particularly valuable during the type of sustained drawdowns experienced in 2022, where maintaining client discipline and portfolio positioning through multi-month adverse conditions separates successful advisory outcomes from destructive panic selling. The Downside Capture Ratio measurable through historical replication of the disclosed 13F positions against relevant benchmarks serves as a quantitative diagnostic for evaluating the portfolio's defensive characteristics during realized stress periods. For a growth-blend strategy, the key risk efficiency question is whether the growth orientation generates disproportionate upside participation relative to downside capture — an asymmetric profile that would compound favorably over full market cycles despite accepting above-average volatility during individual drawdown episodes. INVESTMENT ANALYTICS SUMMARY Fortis Group Advisors presents the institutional profile of a growth-aware, planning-integrated advisory practice whose 13F disclosures reveal a disciplined blend of passive market efficiency and active growth conviction. The Atlanta-based firm, led by Founder John Carew and Partner Matthew DeVries, operates within the fiduciary advisory model that aligns investment management with comprehensive wealth planning — a framework that governs not only security selection but also the risk calibration, tax management, and asset allocation decisions that collectively determine client outcomes. Several analytical dimensions merit focused examination. The Annualized Return (CAGR) derivable from historical replication of the disclosed 13F positions provides a direct measurement of compounding behavior achieved through the firm's growth-blend framework across its filing history. Given the portfolio's growth orientation, this metric is most informative when evaluated against both broad market benchmarks and growth-specific indices to isolate whether the firm's active equity selections have contributed incremental return beyond passive market exposure. The Sortino Ratio offers a particularly relevant efficiency assessment for a growth-oriented portfolio, capturing whether the firm's security selection and allocation decisions generate favorable asymmetry between upside participation and downside deviation. Growth strategies inherently accept elevated volatility in pursuit of superior capital trajectory outcomes, and the Sortino Ratio — by penalizing only downside volatility — provides a more appropriate measure of risk-adjusted efficiency than the Sharpe Ratio for strategies where upside dispersion is a feature rather than a risk. The Simulated Growth Chart constructed from the firm's disclosed holdings history offers a visual representation of the portfolio's capital trajectory through the diverse market environments captured in its filing period — providing immediate insight into drawdown magnitude, recovery speed, and cumulative compounding behavior that can be normalized to a user-defined notional for comparative analysis. The central diagnostic question for Fortis Group Advisors addresses the durability of growth-blend alpha across regime transitions: as market leadership has oscillated between concentrated mega-cap technology dominance, broader market participation, and defensive sector outperformance during the firm's filing history, has the portfolio's growth-oriented construction framework demonstrated sufficient adaptability to capture rotational opportunities — or does the growth tilt create structural underperformance risk during sustained periods of value leadership, dividend preference, or risk-off market conditions that could erode cumulative capital trajectory advantages built during favorable growth environments?