The Fortress Portfolio is Alhambra’s original asset allocation strategy developed at the turn of the century. You can read the story of how and why the Fortress Portfolio was developed here.

  • Minimum investment of just $100,000
  • Low cost: 0.50% annual management fee
  • A strategic, passive investment portfolio of ETFs
  • Superior, multiple asset class approach produces consistent returns
  • Low volatility compared to stock/bond only allocations
  • Allocation to real assets to protect purchasing power
  • Validated by 50 years of performance research analysis

Portfolio Asset Classes

The Fortress Portfolio is a passive portfolio utilizing multiple asset classes:

  • Large Cap Stocks 
  • Small Cap Stocks 
  • Real Estate 
  • Commodities 
  • Bonds 

The Alhambra Difference

Additional benefits of having an Alhambra Investments account:

  • Orion Client Portal includes:
    • Exclusive client-only research
    • Performance tracking
    • Asset allocation tracking
    • Ability to aggregate and track non-Alhambra accounts
    • Text alerts relevant to your account
  • Dedicated Alhambra Contact Person
  • Periodic Access to Joe Calhoun, Jeff Snider, and Margie Fernandez
  • Special Client Events

Fact Sheet – Fortress Portfolio

We have constructed 7 versions of this portfolio, based on risk tolerance:

Portfolio Implementation

US Version:                                                                       International Version:                                                         Global Version:


By The Numbers

Our Flagship Fortress Portfolio

Higher Returns & Lower Volatility
since 1970

Fortress Portfolio – Compound Annual Growth Rate
Fortress Portfolio – Standard Deviation
VS a typical 60/40 Portfolio
VS a typical 60/40 Portfolio

Ready to talk?

Before we invest the first penny for you, we need to know about you. We need to find out what’s important to you, what your dreams and goals are and the type of investing that will give you peace of mind.