• Research. Technology. Innovation.

    Powering Advisors to define what’s possible in wealth management.

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  • Differentiate. Grow. Succeed.

    Powering Advisors to define what’s possible in wealth management.

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  • Tools. Talent. Expertise.

    Powering Advisors to define what’s possible in wealth management.

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  • Fueling your growth.

    Powering Advisors to define what’s possible in wealth management.

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  • Deliver a High Net Worth Experience.

    Powering Advisors to define what’s possible in wealth management.

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Latest News & Features

4/7/2014

Making Sense of the Russia/Ukraine Effect

The ongoing crisis in Eastern Europe – from the popular uprising …

3/27/2014

Alternative Mutual Funds Disappoint – Or Do They?

The phenomenon known as “liquid alternatives” continued unabated last year, whereby …

3/26/2014

A Preferred Solution for Income

Income oriented investors have been gradually squeezed by the Fed’s unconventional …

PLATFORM

Fortigent has the experience and agility required to fuel your practice. We are an outsourced wealth management platform for Advisors targeting High Net Worth families. Our services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, custodian-agnostic performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.

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PEOPLE

Our professionals are our greatest assets. We believe in a free market of ideas, where innovation and merit are the primary criteria when making decisions. We are professionals who embody an entrepreneurial spirit and are motivated by a passion for excellence.

Meet the Fortigent Team

ABOUT

Fortigent has helped Advisors and Institutions succeed with High Net Worth investors for more than 15 years. This success is a function of Fortigent’s unique wealth management legacy and our passion for innovation and excellence. We have been at the forefront of the industry since inception—from advanced technology to our expertise in alternative investments.

Learn more about Fortigent

CAN YOU BELIEVE IT?

  • 17
    Years in business
  • 92
    Advisors
  • 135
    Amazing employees