Fortis Management Group

Fortis Management Group in Waltham, MA, focuses on empowering investors by offering a range of financial services designed to help clients achieve their investment goals, whether for retirement, education, or estate planning. With over 50 million investors trusting Vanguard, they emphasize a disciplined approach that prioritizes low costs and balanced strategies for long-term success.

The company also provides various investment products, including mutual funds, ETFs, and cash management solutions, catering to both DIY investors and those seeking personalized strategies through advisory services. Recognized for their commitment to investor satisfaction, Fortis Management Group has consistently ranked highly in J.D. Power's U.S. Investor Satisfaction Study, reflecting their dedication to meeting client needs.

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