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Disclosures

Disclosure 


 

Gratus Wealth Management offers Investment Advice through Fortis Capital Advisors, LLC 7301 Mission Road Suite 326 Prairie Village, KS 66208. Additional information about Fortis Capital Advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Fortis Capital Advisors and/or Gratus Wealth Management offers, or that its personnel possess a particular level of skill, expertise or training. 

 

While the Advisor uses reasonable efforts to obtain information from sources believed to be reliable, the Advisor makes no representation that the information or opinions contained in this website are accurate, reliable, or complete. All information and opinions contained in this website are subject to change without notice. 

 

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Gratus Wealth Management and/or Fortis Capital Advisors LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.

 

This website is limited to the dissemination of general information pertaining to advisory services.  Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal insurance or regulatory advice or an offer to sell or a solicitation of an offer to buy any security.

Fraud Prevention Guidance


Stay Alert Against Fraud And Suspicious Activity


At Fortis Capital Advisors, safeguarding our clients, prospective investors, vendors, and
employees from fraud is a top priority. We exclusively communicate through verified and official channels, such as recognized phone numbers, company email addresses, and in-person meetings. We do not engage in business or provide investment advice via private messaging apps like WhatsApp, WeChat, Telegram, Signal, or similar platforms. Moreover, Fortis will never provide investment advice, ask for sensitive personal information, or request payments through these unofficial methods.


Unfortunately, scammers may attempt to impersonate our employees or misuse the Fortis name to deceive others. Below are some common types of fraud and important tips on how to protect yourself. Please remember Fortis will never ask for your user name or password for any service.


Common Types Of Fraud


Fraudsters often use advanced methods to impersonate legitimate companies, including Fortis, in attempts to exploit individuals and organizations. Be cautious of the following schemes:


Email Phishing


Fraudulent emails may appear to come from a trusted source, asking for sensitive information, requesting payments, or prompting you to click on harmful links. These scams can lead to malicious websites or the installation of malware on your devices.

 

Text Phishing


In addition to being aware of email phishing scams, you might also receive text messages phishing for information from seemingly reputable companies. These text requests might mention changes to your account or ask you to verify your identity. Do not click on any links sent via text and contact your advisor immediately.


Impersonation Of Fortis Employees

 

Scammers may try to imitate Fortis employees by using our logos, creating fraudulent websites, or contacting you via unofficial channels. Always verify the authenticity of communications by checking that they originate from Fortis’ official domain.


Phone Scams (Telemarketing)

Fraudsters may use phone-based schemes, including AI-powered voice impersonation, to deceive victims. They may claim you’ve won a prize, threaten legal action, or ask for personal information under false pretenses.


Identity Theft


Cybercriminals may attempt to steal your personal or financial information, such as Social Security numbers, to access your banking, credit, or investment accounts for illicit gain.


Cryptocurrency Scams


Scammers may use fake relationships to lure victims into fraudulent cryptocurrency platforms or wallets. These schemes often result in significant financial loss, targeting those unfamiliar with digital currencies.


Charity Fraud


In the wake of major disasters or crises, scammers may pose as representatives of charitable organizations to solicit donations. Be especially cautious of unsolicited requests via social media or crowdfunding platforms.


“Don’t tell your advisor” Scams


Look out for fraudsters trying to convince you to take action such as move money, sell securities, or transfer your account and urge you to not tell your advisor or their compliance department.


Warning Signs Of Fraud


Look out for these red flags:


● Unsolicited requests for personal information or money via phone, email, or text.
● Unexplained charges or withdrawals from your accounts.
● Urgent communications designed to pressure you into taking quick action, such as
time-limited offers or threats of penalties.
● New or unfamiliar accounts or inquiries appearing on your credit report.
● Fraudulent “Officials” trying to convince you that your Fortis advisor might be the one who is scamming you, forcing you to hide the real scam from your advisor.
● Urgent requests to share or provide control of your computer screen.
● Requests for user names or passwords.


Steps To Protect Yourself


Being proactive is the best defense against fraud. Here’s how you can protect your personal information and assets:


● Avoid opening attachments or clicking links from unfamiliar sources.
● Always verify calls by contacting the organization directly through a trusted number.

● Scrutinize email addresses and website URLs for slight misspellings or other
inconsistencies.
● Use strong, unique passwords and update them frequently.
● Enable two-factor authentication (2FA) on your accounts where possible.
● Limit the amount of personal information you share online, particularly on social media.
● Block suspicious calls and texts.
● Consider using identity protection services offered by reputable credit bureaus.
● Never share or give control of your computer screen to a third party.


Reporting Fraud Or Suspicious Activity


If you believe you’ve encountered fraudulent activity involving Fortis Capital Advisors, please contact Fortis’ compliance department at compliance@Fortiscapitaladvisors.com or 414-312-4579.

 Privacy Policy and other Important Disclosures, Fortis Form CRS

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