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Fortis Capital Management
Seattle, WA

Mike Boroughs

CFA®, CPA
Enriching the lives of business owners
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Meet Mike

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Introduction - Mike Boroughs
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Working with Business Owners – Mike Boroughs
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Starting a Company? Your Financial Team is Ready - Mike Boroughs
Video Transcripts

Mike Boroughs, CFA, CPA is the Managing Partner and lead advisor at Fortis Capital Management, a Seattle-based registered investment advisor focused on helping business owners save time and money while building and protecting their wealth. Prior to Fortis, Mike was an Assistant Portfolio Manager at Glacier Peak Capital. Glacier Peak Capital is a registered investment advisor with approximately $190 million in assets under management spread across two discretionary hedge fund…

Mike Boroughs, CFA, CPA is the Managing Partner and lead advisor at Fortis Capital Management, a Seattle-based registered investment advisor focused on helping business owners save time and money while building and protecting their wealth. Prior to Fortis, Mike was an Assistant Portfolio Manager at Glacier Peak Capital. 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.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Insurance Management
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Hourly
Flat Fee/Retainer
Based on % of assets

Certifications and licenses

CPA - Certified Public Accountant
CFA® - Chartered Financial Analyst®

Memberships

AICPA - American Institute of Certified Public Accountants
NAIFA - National Association of Insurance and Financial Advisors 
CFA Institute - Chartered Financial Analyst Institute

Education

Bachelors
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