A. WHO WE ARE Fortis Portfolio Solutions, LLC referred to as “we,” “our,” “us,” “Advisor,” or “FPS”) was formed in May 2021 as a limited liability company organized under the laws of the State of Illinois. FPS is solely owned by Meridith Hutchens, and David Guzy serves as the Chief Compliance Officer (“CCO”). As used in this brochure, the words “you,” “your,” and “client” refer to you as either a client or prospective client of the Firm. As an investment advisor, FPS serves as a fiduciary to our clients, as defined under applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each client and seeks to mitigate potential conflicts of interest. FPS’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding our Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading, below. B. OUR SERVICES Our firm provides services to other Registered Investment Advisors (“RIAs”) and individual investors. Advisors We empower Advisors by providing high-quality investment strategies that they can offer to those of their clients who value a risk-conscious approach to investing. FPS provides portfolio management services that generally seek to exploit market efficiencies drawn from insight in fundamental analysis, enterprise business evaluations, technical momentum considerations, and dividend growth/yield evaluations. Our investment strategies are available to fit the needs of other RIAs, whether you use a third- party investment manager, manage your portfolios in-house, or would like to create your own investment line-up. RIAs can choose one of our existing strategies, use our quant models, or customize their own. Third Party Asset Manager RIAs can use our existing lineup of risk-conscience investment strategies through a TAMP of your choice. We provide sales and marketing materials to support your efforts, ongoing communication with timely updates and insights to support your business. We also have the capability to deliver our services through the following custodians- Charles Schwab, Fidelity, Goldman Sachs, Pershing, and Raymond James. Seeking to control risk without sacrificing performance is at the foundation of our investment philosophy. The flexibility to adapt to a changing financial landscape involves a keen eye on technical and economic indicators and a comprehensive, multidimensional approach to risk management. Unlike traditional stock portfolios, we can move into short-term cash positions when our maximum drawdown indicators for each stock position are triggered and use ETFs for broad diversification when needed. Our goal is to provide the best possible risk-adjusted returns while avoiding unnecessary or unplanned risks. Sub-advisory Services RIAs engage us to help you identify, evaluate, and manage investments within your existing managed portfolios or use ours. Our objectivity, experience, track record, and state-of-the-art resources will enable you to tap into an expanded world of investment strategies or improve your existing process. We provide the following through our Sub-advisory Service model:
• Strategy brochure template
• Monthly, quarterly rebalance trade list with rationale
• Macro and strategy commentary
• Hypothetical illustration templates White Label Asset Management We help our RIA clients launch your firm’s brand of investment strategies. Ramp up quickly with pre-built or custom-built investment strategies to enhance your offerings. We can consult with you to develop a suite or single investment strategy to differentiate yourself from the competition. We provide the following services through our White Label Asset Management service:
• Monthly and quarterly rebalance trade list with rationale
• Macro and strategy commentary
• Hypothetical illustration templates Portfolio Management FPS provides discretionary investment and portfolio management services to its individual clients. Portfolio investment decisions are made according to the investment objectives and risk tolerances of each client, and the client’s stated investment restrictions (if any) and special circumstances. As a relationship-oriented firm, FPS emphasizes individualized attention to a client’s assets and investment needs. At no time will FPS accept or maintain custody of a client’s funds or securities, except for purposes of deducting a management fee. Financial Planning Services Clients seeking financial planning services may enter into an agreement for planning services, payable either as a flat fee or at an hourly rate. Financial planning is a comprehensive evaluation of a client's current and future financial state by using currently known factors to assess future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information, and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. Clients purchasing this service receive a written report which provides the client with a detailed financial plan designed to assist the client achieve his or her financial goals and objectives. The client is under no obligation to act upon the investment adviser’s recommendation. If the client elects to act on our recommendations, the client is under no obligation to effect the transaction through our firm.

TAILORED RELATIONSHIPS FOR RIA FIRMS FPS provides portfolio management services to other RIAs. These RIAs can select from our menu of available strategies to make available to their own clients. FPS does not tailor our portfolios to the individual needs of the clients of the RIAs who engage us. Rather, the RIAs who engage our services are responsible for ensuring our portfolios are suitable for their clients. However, FPS is able to provide the service of creating specific model strategies for the exclusive use of an RIA for an hourly consulting fee, ongoing subscription basis , for an agreed upon AUM Each strategy that we deploy is unique with different goals and risks. Our RIA clients are responsible for ensuring that our portfolios are suitable and in the best interests of their clients. For a complete description of each of our strategies, please refer to Item 8- Methods of Analysis, Investment Strategies and Risk of Loss. Due to the proprietary nature of FPS’s portfolio management services and the strategies outlined above, clients are not able to impose restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations and portfolio selections will generally include, but will not be limited to, the following securities:
• Exchange-listed securities;
• Securities traded over-the-counter;
• Foreign issuers;
• Warrants;
• Corporate debt securities (other than commercial paper);
• Commercial paper;
• Certificates of deposit;
• Municipal securities;
• Mutual fund shares;
• United States governmental securities;
• Government Agency securities; and
• Exchange-traded funds ("ETFs")
• private placements for accredited investors Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when we believe it is consistent with the strategy of either, respectively, consistent with the client’s personal investment policy. Amplify Platform FPS investment adviser representatives utilize the Amplify Platform, which provides back-office operational support services such as administrative, trading, and reporting services and/or gain access to and select from independent third-party managers available through the Amplify Platform. Upon executing the Platform Agreement, the investment adviser firm or investment professional shall be considered a Platform Member. Platform Members may choose to receive certain back-office services, such as administrative, trading and reporting services and/or to select independent third-party managers to manage underlying client assets on a sub-advisory basis. Platform Members may choose to allocate all or a portion of their underlying client’s assets among the different independent investment managers available through the Amplify Platform on a discretionary basis. Platform Members shall have a direct contractual relationship with each of their underlying clients and obtain, through such agreements, the authority to engage Amplify Platform for services rendered through the Platform. FPS engages unaffiliated investment advisers to service Platform Members as sub-advisers. Sub-advisers available through the Amplify Platform will perform discretionary investment management services and shall manage, invest, and reinvest the Platform Member’s underlying client assets designated by the Platform Member. As such, a selected manager(s) shall be authorized, without prior consultation with the Platform Member or the underlying client, to buy, sell trade or allocate the underlying client’s assets in accordance with the underlying client’s investment objectives and to deliver instructions in furtherance this responsibility to the underlying client’s broker-dealer and or custodian. Platform Members retain responsibility for the underlying client relationship, including the initial and ongoing suitability determination. Platform Members shall also retain the responsibility for implementing client investment recommendations in accordance with the Platform Member’s fiduciary duty to the underlying client. Platform Members are responsible for obtaining and furnishing information pertaining to sub-advisor selection and underlying client account guidelines along with any reasonable account restrictions. Please note: FPS’s investment adviser representatives are required to utilize the various services available through the Amplify Platform. Therefore, FPS clients may incur fees in addition to the fee associated with the advisory services provided to the client. WRAP FEE PROGRAM Wrap fee programs are arrangements between broker-dealers, investment Advisors, banks and other financial institutions, and affiliated and unaffiliated investment Advisors through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a “bundled” form. In exchange for these “bundled” services, the clients pay an all- inclusive (or “wrap”) fee determined as a percentage of the assets held in the wrap account. FPS offers its services through a wrap fee program sponsored and managed by other RIAs. Individual clients will have the option to participate in a wrap program at FPS and this will be agreed upon in their investment management agreement with FPS. C. ASSETS UNDER MANAGEMENT As of December 31, 2023, FPS managed $141,552,756 assets on a discretionary basis and $0 assets on a non-discretionary basis.