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Streamline operational efficiency through a single
account so you spend more time with your clients and
prospects
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Proposal
Generation and Implementation of Custom Strategies
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Improve
client service:
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·
Account set-up
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·
Strategic & tactical allocation implementation
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· Portfolio re-balancing
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· Tax harvesting
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Household reporting, including after-tax performance
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Models-based portfolio management
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Open
architecture manager selection
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Advanced
asset allocation and portfolio construction
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Enhanced
flexibility and customization
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Active
tax management of active sleeve accounts
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Strategic and tactical allocation implementation
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Portfolio rebalancing
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SRI and
concentrated stock risk management
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.:
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Fortigent Welcomes Pathstone Family Office |
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Monday, June 7, 2010 |
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Fortigent Continues to Focus on Growth |
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Monday, March 16, 2010 |
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Fortigent Welcomes First Colony Asset Management, LLC |
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Monday, March 29, 2010 |
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Webcast: "Increasing Efficiency with Unified Managed Accounts" |
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Wednesday, April 7, 2010 |
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.:
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MarketCounsel 2010 Partner Summit |
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April 15-17, 2010
Red Rock Casino, Las Vegas, NV |
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Webinar: Quarterly Economic & Market Update |
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Thursday, April 29, 2010
Marriott Marquis,
Atlanta, GA |
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IMCA Annual Conference 2010 |
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May 17-19, 2010
Hilton Bonnett Creek, Orlando, FL |
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Pershing INSITE 2010 |
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June 3-5, 2010
The Westin Diplomat, Hollywood, FL |
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