Long Term Relationship and Increased Allocation
Over time, my level of comfort with the Fortis management framework increased. As performance and communication remained consistent, I made the decision to allocate additional funds under management.
This decision was based not solely on returns, but on the professionalism demonstrated in ongoing updates and the structured risk management approach. The relationship has been maintained in a transparent and measured manner, and my satisfaction with the service level has remained high.
תאריך החוויה: 25 February, 2026
תאריך החוויה: 25 February, 2026