Fortage Capital Advisors

Bespoke Investment Management and Financial Counsel | Bloomfield Hills, MI

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Expertise

“In my 30+ years providing wealth advice, I’ve seen how fear, uncertainty, and gut reactions can drive decisions—but if you can improve your financial fortitude through a detailed, consultative wealth process, you can confidently take control of the decisions that direct your financial well-being.”

Andrew H. Moss, CIMA®

Managing Partner

close up of a golfer with both of his hands on the golf club. One hand has a golf glove on.

What if you had
more than 14 clubs?

Expanded Opportunities. Tailored Solutions.

In the game of golf, a player is limited to 14 clubs in the bag. We believe if a player had 15 or 16 clubs in the bag, the odds of a better score would increase. Similarly, regarding investments, alternative investments (investments that are alternatives to publicly traded stock and fixed income) can be the equivalent to a golfer having that 15th or 16th club in the bag, increasing the likelihood of achieving financial goals.

Examples of alternative investments include:

  • Private Real Estate
  • Private Credit
  • Private Equity
  • Reinsurance
  • Managed Options
  • Commodities

Detroit Skyline, Detroit, Michigan from the water

Suite of Services

As your dedicated partner, we oversee the entire scope of your financial world. By leveraging our extensive planning expertise and connecting you with trusted professionals, we provide comprehensive support tailored to your unique values and objectives. Some of the specific services we offer include:

  • Financial Planning
  • Cash Flow Planning
  • Investment Management
  • Tax Mitigation Strategies
  • Legacy Planning
  • Credit & Lending Solutions
  • Insurance Planning
  • Charitable Planning

Alternative investments involve a high degree of risk, including the potential loss of principal, and may not be suitable for all investors. These investments may be illiquid, lack transparency, and be subject to significant volatility. Investors should carefully consider their financial situation, risk tolerance, and investment objectives before investing.

Where are you headed and how will you get there?

Reach out for an unbiased and personalized perspective on your financial well-being.

Contact Us

Andrew H. Moss, CIMA<sup>®</sup>

Andrew H. Moss, CIMA®

Founder, Managing Partner

Andrew H. Moss is the Founder and Managing Partner of Fortage Capital Advisors, a firm dedicated to offering clients personalized, unbiased advice, along with the partnerships and resources that ensure the security and convenience of a family office.

With more than 30 years of experience in wealth management, Andrew has guided clients through a range of environmental and market shifts, including fluctuating interest rates, times of significant volatility, and periods of growth and stability. During this time, Andrew has created tailored financial solutions to meet the diverse needs and goals of individuals. Due to his expertise and extensive professional background, Andrew has been featured in numerous publications and media outlets.

Andrew holds a Bachelor of Science in Finance from The Kelly School of Business at Indiana University, and holds his Certified Investment Management Analyst (CIMA®) certification from the Investments & Wealth Institute™.

Outside of work, Andrew serves as a Director of the Western Golf Association supporting the Evans Scholars Caddy Scholarship Fund. He enjoys spending quality time with his wife, Mara, and their children, Nathan and Samantha. The family enjoys visiting ski resorts during the summer. Andrew and his son are well on their way to seeing all NFL stadiums and enjoy traveling to watch the Detroit Lions play on the road.

Matthew A. Harbarcuk

Matthew A. Harbarcuk

Director

Matthew is a Director at Fortage Capital Advisors, playing a key role in the wealth management team by overseeing analytics, research, and trading, while also serving as a Financial Advisor for numerous client households.

Matthew has worked alongside Andrew Moss since 2013 at both Transcend Capital Advisors and Merrill Lynch Private Client Group.

Matthew started his career in the financial services industry in 2007, following four years of service in the US. Air Force, which included deployments to both Iraq and Qatar.  Matthew holds a Bachelor of Business Administration and an MBA from Eastern Michigan University.

Away from the office, Matthew is the proud father of two children, Easton and Amelia.  He loves backpacking, hiking, and ice hockey, as well as exploring Northern Michigan’s Sleeping Bear Dunes National Lakeshore and Pictured Rocks parks.

Carrie Angott

Carrie Angott

Senior Client Service Associate

Carrie Angott is a Senior Client Service Associate at Fortage Capital Advisors, where she plays a role in delivering the team’s white glove service approach, through attentive and responsive communication.  An integral member of the team, Carrie brings more than 20 years of industry experience and is highly regarded for her expertise and cheerful demeanor.

Carrie has worked alongside Andrew Moss since 2014 at both Transcend Capital Advisors and Merrill Lynch Private Client Group.

Carrie is a dedicated family member and active community supporter. A proud parent, she enjoys volunteering at her daughter’s school whenever possible and has become the amateur photographer of her daughter’s school volleyball team, capturing special moments during the games.

Outside of family life, Carrie is a strong supporter of Children With Hair Loss, having grown and donated hair multiple times to the charity. She also lends support to the Lion’s Club.  A proud supporter of West Point, Carrie is a big fan of the Army, despite not attending the academy personally—her father did.

Important Notice

You are now leaving the Fortage Capital Advisors website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Fortage Capital Advisors or any advisor(s) whose name(s) appears on this Website. Fortage Capital Advisors is independently owned and operated. Schwab neither endorses nor recommends Fortage Capital Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Fortage Capital Advisors under which Schwab provides Fortage Capital Advisors with services related to your account. Schwab does not review Fortage Capital Advisors' website, and makes no representation regarding the content of the website. The information contained in Fortage Capital Advisors' website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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