Every Great CEO Needs a Great CFO. And that’s where we come in. For the past decade, we’ve been serving clients in New York and around the United States, understanding their needs and wants while simultaneously helping to manage their financial trajectory towards their aspirations. So regardless of your lifestyle, stage in life, or future goals, we help collaborate and develop specific strategies, customizing our team approach around you – aspiring to be your personal CFO. And that’s really just the beginning.

Purpose

We created Fortis Lux to help clients realize their version of a better life. We took our shared values — vision for the future, persistence, seeking advice from those who have come before, and helping others — and built a unique financial planning firm. Not coincidentally, our most successful clients also share these values.

Felix Malitsky

Founding Partner, Fortis Lux Financial

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We believe it is vital to state clearly to the world the set of our beliefs about Inclusive Capitalism. As such, we start with our Statement of Guiding Principles for Inclusive Capitalism. Knowing that words alone are not enough, each of us is making a series of commitments about how we will operate our institutions so that they help achieve Inclusive Capitalism. These commitments are forward-looking statements based on current goals, expectations and assumptions, which are not guarantees of future performance. For more information, please refer to our Terms of Use

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Summary

Fortis Lux Financial will promote employee diversity and inclusion by increasing women and minorities in our workforce by 20% by the end of 2023 and deliver 50 financial plans to minorities within 3 years to help close the racial wealth gap.

Objectives

Promote employee diversity and inclusion within the company through strategic initiatives and innovative approach, such as our women's leadership forum, African American focus group, and impact investing strategy.

Metrics & Targets

Increase the workforce of women and minorities by 20% by the end of 2023.

Striving for even more diversity among our advisors, we commit to deliver 50 financial plans to minorities within 3 years to help close the racial wealth gap.

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Recognizing it will take alignment of all our organizations to scale impact globally, we invite you to join the movement as a Steward of Inclusive Capitalism. Together, the collective action of Council members will contribute to a fairer, more inclusive and sustainable future for all people and our planet.