About Us
Through our three investment strategies, Fortunato Asset Management pursues superior performance through value, growth, and income objectives for our clients over the long term. Our Asset Management Services involve providing clients with continuous and on-going supervision over our fund strategies, consistent with the investment strategies the Adviser offers. We do not take custody of client assets. We manage separate accounts for clients through Charles Schwab Advisor Services. We obtain discretionary trading authority from the client in order to implement our hedged investment strategies.
Fortunato Partners, LLC was formed in 2008 and is incorporated under the laws of Wyoming. The company is a private investment management firm and Registered Investment Adviser (RIA) since 2014, and is based in Atlanta, Georgia and Santa Rosa Beach, Florida. We are currently accepting outside investment in our fund strategies. For inquiries or for registering to receive our investor insights quarterly letter, please access the Contact Us page on this web site.
SD Davis
Chief Investment Officer
As Chief Investment Officer, SD researches companies with a bottom-up, fundamental approach through the lens of an experienced entrepreneur. He applies separately managed client accounts to Fortunato I, II or III strategies. SD believes that his 25 years of running companies lends a unique insight into company managements and operations. He has won numerous accolades including three Inc. 500 awards for fast growth companies. He graduated from the University of Mississippi with majors in Banking and Finance and Corporate Finance and completed the Massachusetts Institute of Technology Entrepreneurial Master’s Program. In 2006, he founded the Spiritus Scholarship Award to help underprivileged high school graduates in Mississippi attend 4 year university.
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Brittany S. Rowland
Research, VP Business Development
Brittany Rowland conducts research in a variety of areas including consumer electronics OEMs, retailers, and consumer staples. Research and writing have been two passions for Brittany since graduating Summa Cum Laude in the Masters program at Kennesaw State University. She has been published in numerous publications including Worth Magazine, the San Francisco Chronicle, the Miami Herald, the San Francisco Union-Tribune, and CBS Interactive. She reads and researches new developments in the industries she covers with constant vigor. When not working, she enjoys classic rock, running, painting, and is an amateur movie critic.
Brian Jones
Research, VP Operations
Brian conducts research in financial services, technology, energy, and other sectors. He is also responsible for information technology, computer systems and information security at the firm, as well as other administrative needs. He graduated with high honors from Georgia State University in Banking and Finance and Computer Science. His hobbies include photography and film.
