Grow Your Wealth with Decades of Proven Financial Expertise

FortuneRise Capital's expertly managed Mutual Funds and ETFs offer stable, diversified investment vehicles for long-term wealth creation.

Start Investing Request Consultation

Trusted Financial Stewardship Since 2013

With over a decade of wealth management experience, FortuneRise Capital has established itself as a premier provider of investment solutions for individuals and institutions worldwide.

Our commitment to transparency, stability, and client success has helped thousands of investors achieve their financial goals through carefully curated Mutual Funds and Exchange-Traded Funds.

  • $2.5B Assets Under Management
  • 15,000+ Satisfied Investors
  • 40+ Countries Served
  • Regulated Financial Institution
  • 12+ Industry Awards
  • 8 Global Offices

Our Investment Philosophy

We believe in a disciplined, research-driven approach to portfolio management that balances risk and reward while focusing on long-term growth.

Risk-Adjusted Returns

Maximizing gains while protecting capital

Long-Term Perspective

Focusing on sustainable wealth creation

Capital Preservation

Protecting your investments in volatile markets

Why Invest with FortuneRise Capital?

Discover the advantages of our professionally managed investment portfolios

Diversification Benefits

Our funds spread investments across multiple asset classes, sectors, and geographies to minimize risk while maximizing potential returns.

Professional Management

Our team of seasoned portfolio managers with decades of combined experience actively monitors and adjusts your investments.

Data-Driven Performance

We leverage advanced analytics and market research to identify opportunities and optimize portfolio performance.

Regulatory Compliance

As a regulated financial institution in Liechtenstein and Luxembourg, we adhere to the highest standards of compliance and security.

Low Entry Threshold

Start investing with as little as $1,000, making professional portfolio management accessible to investors at all levels.

Transparent Reporting

Receive regular, comprehensive performance reports with clear breakdowns of holdings, returns, and fees.

Our Investment Products

Choose from our carefully curated selection of Mutual Funds and ETFs

Mutual Funds

Equity Growth Fund
8.2%
Average Annual Return
  • Focus on high-growth companies
  • Diversified across sectors
  • Medium to high risk profile
  • Minimum investment: $1,000
  • Management fee: 1.2% annually
Invest Now
MOST POPULAR
Balanced Income Fund
6.5%
Average Annual Return
  • 60% equities, 40% fixed income
  • Monthly dividend distributions
  • Medium risk profile
  • Minimum investment: $2,500
  • Management fee: 1.0% annually
Invest Now
Global Bond Fund
4.8%
Average Annual Return
  • Investment-grade global bonds
  • Capital preservation focus
  • Low risk profile
  • Minimum investment: $5,000
  • Management fee: 0.8% annually
Invest Now

Exchange-Traded Funds (ETFs)

S&P 500 Index ETF
9.1%
5-Year Average Return
  • Tracks S&P 500 Index
  • Low expense ratio: 0.05%
  • High liquidity
  • Diversified US large-cap exposure
  • No minimum investment
Invest Now
Global Technology ETF
12.3%
5-Year Average Return
  • Focus on global tech leaders
  • Expense ratio: 0.15%
  • Sector-specific diversification
  • High growth potential
  • No minimum investment
Invest Now

Performance Highlights

Consistent returns across market cycles

Historical Performance Comparison

Fund 1-Year Return 3-Year Return 5-Year Return Since Inception
Equity Growth Fund +10.2% +28.5% +48.7% +132.4%
Balanced Income Fund +7.8% +20.9% +36.8% +89.2%
Global Bond Fund +4.5% +15.1% +26.4% +52.7%
S&P 500 Index ETF +12.1% +31.2% +54.8% +145.3%

Past performance is not indicative of future results. Investments may lose value.

97%

Positive Return Years

15K+

Satisfied Investors

12

Industry Awards

100%

Regulatory Compliance

What Our Investors Say

Real experiences from investors who have grown their wealth with FortuneRise Capital

"I've been investing with FortuneRise Capital's Balanced Income Fund for five years, and it has consistently outperformed my expectations. The professional management and transparent reporting give me complete peace of mind."
JD
James Davidson

Investor since 2018

"As someone new to investing, I appreciated the guidance from FortuneRise Capital's advisors. Their S&P 500 ETF has been a cornerstone of my portfolio, delivering solid returns with minimal fees."
SR
Sarah Roberts

Investor since 2020

"The diversification across FortuneRise Capital's fund offerings has helped me weather market volatility while still achieving my retirement savings goals. Their risk management approach is exceptional."
MT
Michael Thompson

Investor since 2015

"I transferred my retirement portfolio to FortuneRise Capital three years ago, and it was one of the best financial decisions I've made. Their Global Technology ETF has significantly boosted my returns."
EJ
Elena Johnson

Investor since 2019

Our Risk Management Approach

Protecting your investments through disciplined strategies

Rigorous Due Diligence

Every investment undergoes comprehensive analysis, including financial health assessment, market positioning, and growth potential evaluation before inclusion in our funds.

Portfolio Balancing

We maintain optimal asset allocation across sectors and geographies, regularly rebalancing to align with market conditions and investment objectives.

Diversification Strategy

Our funds are structured to minimize concentration risk through broad exposure across asset classes, industries, and global markets.

Continuous Monitoring & Adjustment

Our dedicated risk management team continuously monitors market conditions and portfolio performance, making strategic adjustments to protect investor capital while pursuing growth opportunities.

Ready to Invest with Confidence?

Schedule a complimentary consultation with our investment specialists to discuss your financial goals and how our funds can help you achieve them.

Prefer to talk immediately?

WhatsApp Call Now

Frequently Asked Questions

Get answers to common questions about investing with FortuneRise Capital

Our mutual funds have minimum investments starting at $1,000, while our ETFs have no minimum investment requirement, making them accessible to investors at all levels.

Our funds combine the expertise of seasoned portfolio managers with rigorous risk management protocols. We focus on long-term wealth creation while maintaining transparency in our operations and fee structures.

Our mutual funds charge management fees ranging from 0.8% to 1.2% annually, while our ETFs have expense ratios between 0.05% and 0.15%. There are no hidden fees or performance-based charges.

Mutual fund redemptions are typically processed within 3-5 business days, while ETFs can be sold instantly during market hours. We recommend maintaining investments for at least 3-5 years to maximize returns.

While investments in mutual funds and ETFs are not insured or guaranteed, we implement rigorous risk management strategies to protect capital. As a regulated financial institution, we adhere to strict compliance standards and maintain adequate capital reserves.