We Understand Your Business
 

Outsourced wealth management platform for growth-oriented advisors with sophisticated clients

Thought leader in investment research & strategy

Leader in aggregation and reporting solutions

Business intelligence and practice management expertise

Heritage as a successful advisory firm to ultra-HNW clients
 

About Fortigent

Fortigent, LLC combines expertise, knowledge and technology to deliver integrated outsourced wealth management solutions, enabling financial institutions and independent financial advisors to grow their advisory practices cost-effectively.

 

Fortigent’s competitive advantage in delivering its outsourced wealth management solution derives from four characteristics: (i) first-hand experience with and a deep understanding of high net worth investors; (ii) a reputation for industry thought leadership and early adoption of leading edge services and strategies; (iii) a solution set and client service model designed and managed specifically for advisors to high net worth clients; and (iv) a unique market position as the only outsourced provider that delivers a fully integrated solution that encompasses all of these elements.

 
The Outsourced Wealth Management Platform

Fortigent’s integrated outsourced solution platform is fully open-architecture, meaning that it is custodian-, and service-agnostic, allowing advisor clients the freedom to tailor an outsourced wealth management solution that best fits their specific business model. This flexible and customizable platform is unique in an industry dominated by turn-key “black box” solutions, and is well-suited for a highly fragmented wealth management market with myriad solution and service models. The Company offers the best-in-class components of its outsourced platform on both an integrated bundled and unbundled basis. Below is a description of each of the key components of the platform.

 

Investment Research and Strategy
 

Fortigent delivers institutional-quality research and strategies, including asset allocation and fund manager recommendations and diligence, which allow a financial advisory firm to completely outsource internal research and frees up the CIO to become a sales resource. The Company has a differentiated expertise around the alternative investment asset classes.
   

Investment Products and Strategy
 

Leveraging its research expertise, Fortigent delivers unique strategies so that its advisor clients can offer their end clients differentiated investment products and
strategies. These strategies include a tax overlay and unified managed account (“UMA”) program (known as AccessOverlay™) and access to alternative investment funds (known as AccessAlts™). The Company’s Access Overlay™ program creates and manages customized and tax-aware multi-manager investment portfolios. The Company’s AccessAlts™ program provides end clients with the ability to invest in funds that traditionally would not be accessible due to very high minimum investment thresholds and high fees.
   

Unified Wealth Reporting

 

Fortigent delivers subscription-based account reconciliation and unified wealth reporting, which allow a financial advisory firm to completely outsource labor-intensive mission critical back-office administrative functions. The Company’s unified wealth reporting is differentiated because it offers true data aggregation, regardless of custodian, portfolio accounting and consolidated performance reporting.
   

Community and Tools

 

Fortigent provides its advisor clients with a network of industry specialists, forums, and access to best practice metrics and evaluation tools to help more effectively win new business opportunities and operate their businesses more effectively.
 
 

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EXECUTIVE TEAM
 

.:

Andrew Putterman, CPA
 

CPA, Chief Executive Officer
 

President & Founder

.:

Gary B. Carrai, CFA
 

CFA, Senior Managing Director
 

Business Development, Client Service & Founder

.:

David Littleton, J.D., CPA
 

J.D., CPA, Senior Managing Director
 

Chief Financial Officer

.:

Jamie K. McIntyre
 

CIPM, Senior Managing Director
 

Chief Technology Officer & Founder

.:

Scott D. Welch, CIMA
 

CIMA®
 

Senior Managing Director & Founder
 
 
 

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