Fortney Investment Advisors, Inc.

Modern Portfolio Theory and Passive Asset Class Investing are the Winner's Game

Strategic partners for the prudent investor. Integrating investment management with retirement and estate planning.

Providing investment management services for:

  • Taxable Accounts
  • Self-Employed Retirement Accounts
  • Corporate Retirement Plans
  • Qualified Plan & IRA Rollovers
  • Individual Retirement Accounts
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lease Interest

What's the interest rate on the lease you're considering?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Chasing Hot Performers

As hype builds, it’s easy to get caught up in the excitement, but chasing the latest investment trends may just as easily leave an investor with a big loss.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

The High Cost of Low Coverage

The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.

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