Fortitude Investment Group

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.
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- College Savings Plans
- Estate Conservation
- Investment Management
- Retirement Planning Strategies
- Tax-Aware Investment Strategies
Sentiment Analysis
They always make me feel like I am a priority.
Roy is very helpful in setting up an account.
They are on top of my investments, use secure methods of communications, and offer more options than most financial planners.
The staff at Fortitude especially Roy and Amy helped me with all of the paper work and they made it a very pleasant experience
He understands both long and short term strategy and how to tailor that to you and your goals.
They really care about their clients and will help you develop an investment plan specifically tailored to your particular life situation and goals.
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