About

Fortigent, LLC provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and break-away brokers who require a comprehensive outsourcing solution to meet the demands of their high net worth clients. For over ten years we have worked with high net worth investors and their advisors and we understand the issues and complexities arising from this very demanding client base.

Our services—from investment research and strategy to performance reporting and practice management advice—are specifically designed with the affluent investor in mind. We offer advisory firms and financial institutions a robust and flexible solution to their outsourcing needs that includes a sophisticated open architecture investment platform, extensive expertise in alternative investments, true data aggregation and consolidated performance reporting.

Fortigent’s outsourced wealth management solution not only helps advisors improve the efficiency of their operations but our value-added consulting services can help enhance the effectiveness of their offering and grow their business. From advising on investment strategies to sharing best practices, our team of highly experienced, seasoned investment experts and client service professionals is dedicated to helping our advisory clients implement best practices to attract and retain new business.