It is important to know who is investing your hard earned money. We strive to be people who are honest, transparent, hardworking, and forward thinking. We are not perfect and will make mistakes, but we hold ourselves to incredibly high standards and expect our clients to do the same.
Paul Misleh, cfa, cpa
Paul spent nine years at Ernst & Young focusing on financial statement investigation and business valuation (auditing and financial due diligence) and Big Data/Advanced Analytics. Paul's audit work was primarily for large US based companies (including IPOs, spin-offs and other transactions). His work in financial due diligence was focused on assisting major private equity firms in their valuation of businesses based on recurring "owner's earnings". He graduated Summa Cum Laude from the University of San Diego.
Paul is the Director of Research for Fortis Capital Management. He focuses on analyzing overall market conditions, sectors, geographies and individual securities.
Mike Boroughs, CFA, CPA
Prior to Fortis, Mike was an Assistant Portfolio Manager for Glacier Peak Capital LLC. Glacier Peak Capital is a registered investment advisor with approximately $190 million in assets under management spread across two discretionary hedge fund portfolios. Mike played a key role in launching Glacier Peak Capital as a spinoff from Summit Capital Group, where he formerly worked as an Equity Analyst. Prior to Summit, Mike was an auditor for Ernst & Young LLP where he earned his CPA designation, specializing in financial statement investigation. He graduated as Valedictorian from University of San Diego.
Mike is the Portfolio Manager for Fortis Capital Management. He focuses on portfolio management and financial planning.
Mike is currently a Legacy Advisor for Seattle Children's Hospital and a member of the Seattle #4 Rotary Club.
AJ Skurdal, PHD, CFP®
Mr. Skurdal has devoted his career to helping folks manage money for the real world. For more than 25 years he has advised individuals, couples, professionals and others in a variety of capacities, most recently through his own registered investment advisory firm. He has written, spoken, and guided workshops related to money. Mr. Skurdal joined Fortis in 2017, becoming an investment advisor representative for the firm. He continues to work with clients on planning and asset allocation. Mr. Skurdal sits on the board of the University Kiwanis Club and particularly enjoys teaching newly married couples the basics of personal finance.
Angel Cruz, CFP®
Angel has served families and businesses for over 30 years. Angel is a Certified Financial Planner® as well as having a long record of investment management. Angel’s financial planning incorporates your goals in order to establish a process so you can live out these goals. Angel will help you, your family, and business interests not only to achieve security and success but also keep a close eye on all the moving parts so you can enjoy the trip.
Angel's clients represent a diverse group of successful families, individuals and businesses. He specializes in helping investors who wish to exercise socially responsible impact investing and/or clients who wish to access a truly global investing platform.
Angel has been a resident of Olympia for over 30 years and is very committed to serving the community he loves. Angel currently sits on the board of the Olympia Film Society, has served as President on the board of the Evergreen State College Alumni Association and was also a member on the Evergreen State College Foundation Board. In his free time Angel enjoys backpacking, hiking, reading, cooking, crunching numbers and, of course, eating popsicles.
Before joining the team at Fortis, Addison spent time as an Accounting Associate at Coldstream Wealth Management. While at Coldstream, Addison primarily worked as a fund accountant to complete the financial reporting and performance reporting for various investment products including a hedge fund and real estate mortgage fund. Prior to working at Coldstream, he spent time in a variety of industries including financial planning and commercial mortgage lending.
He graduated Magna Cum Laude from Seattle Pacific University.