Your Custom Strategy

Your Custom Strategy

Delivered in a presentation quality proposal:

Step 1: Choose a custom strategy
Step 2: Customize for your client
Step 3: Customize the proposal

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FAQ

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

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1	How is Fortigent different than other UMA Sponsors?
	Fortigent is an open architecture research and due diligence firm that focuses on the high net worth taxable client. Fortigent offers a Unified Managed Account program that allows for custom built models, Fortigent managed models, and individual client specific model allocations. Fortigent offers the UMA account platform at multiple custodians to provide added flexibility. The managers accessible within the UMA are managers that have been put through Fortigent’s extensive due diligence process and meets Fortigent’s criteria to be an approved manager. The due diligence process is not a onetime approval process but a constant monitoring that is also delivered to advisors who participate in the Fortigent UMA through the Web portal.
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
	Parametric Portfolio Associates was the leader in the Taxable Investment management space. They have been managing money in a tax sensitive manner since 1992 and have a track record of success. Their people, process, experience, size, and technology were some of the key components that drove Fortigent to selecting Parametric as the overlay manager.
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
	The UMA fee structure consists of a tiered fee schedule depending on investment amount. The fee is reflected as a single management fee that is debited from the account on a quarterly basis. The management fee consists of the sponsor fee, Overlay Manager fee, and weighted SMA manager fee.
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
	"Tax Alpha" can be explained as the value added by the Overlay manager for coordinating and executing trades on behalf of the managers. Tax Alpha is calculated by subtracting pre tax outperformance or underperformance from the after tax Performance. "Pre-tax Performance" is calculated by subtracting an account's performance target from the account's actual performance. The performance target is the weighted return of the underlying investment manager's model portfolios. "After-tax Performance" is calculated by subtracting the accounts after tax performance target from the accounts actual after tax performance.
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
	You are able to utilize any Separate account manager that has contracted with Fortigent to participate in the UMA program. These managers range in class, style, geographic investment location and investment disciplines. You can choose any mutual fund or ETF in the custodian’s universe (Charles Schwab, Fidelity Investments, Pershing) to be included in a UMA strategy.
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
	Yes, Fortigent offers the ability for you to choose from multiple portfolio strategies. You can either choose a Fortigent created Strategy, your own custom strategy, or build a one off customized individual strategy.
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
	Fortigent provides a web based platform that gives you the ability to create, manage, and monitor client portfolios.
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
	Yes, you can fund with cash and liquid equity positions. Individual Fixed income positions should be liquidated prior to funding.
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
	There is only one set of paperwork that needs to be executed to open a Fortigent UMA account.
10	How do I sign up my firm for the Fortigent UMA platform?

1	How is Fortigent different than other UMA Sponsors?
2	Why did Fortigent choose Parametric as your Overlay Manager?
3	What does the UMA fee structure consist of?
4	What is tax alpha and how is it generated?
5	What Separate account managers, Mutual Funds, and ETF’s can be used in the Fortigent UMA?
6	Can I create my own Strategies?
7	How can I manage UMA’s on Fortigent’s platform?
8	Can I fund the UMA with existing securities?
9	What paperwork is involved in setting up a UMA?
10	How do I sign up my firm for the Fortigent UMA platform?
	Select the “Contact Us” tab above to speak with the Fortigent representative in your area.