About Fortigent
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.
Formerly Lydian Advisor Solutions, Fortigent's long history developing and delivering wealth management solutions for High Net Worth investors began in 1994 when Jamie McIntyre and Steve Lockshin formed CMS Financial Services with a single client. Shortly thereafter, CMS won a contract to provide first of its kind portfolio accounting and performance measurement services to Arthur Anderson clients nationwide. CMS realized the value of employing absolute return and hedge fund strategies as a means of diversifying portfolios and quickly became one of the largest independent consultants in equity risk management. By 1999, assets under management exceeded $1 billion.
In 2001, CMS Financial Services was bought by Lydian Trust Company. With a minimum client size of $10 million, the firm was recognized as a competitor in the Ultra High Net Worth marketplace. In 2003, CMS changed its name to Lydian Wealth Management (now known as Convergent Wealth Advisors) and Lydian Advisor Solutions. The next year, Lydian Wealth Management acquired Copper Beach Advisors, LLC and Windermere Investment Advisory, among the first peer-to-peer acquisitions in the wealth advisory market. Fortigent was formally organized in 2005 as an outsourced wealth management solutions provider to advisory firms and financial institutions.
Fortigent has been on the forefront of the industry from the beginning—from new technologies, such as our proprietary Monte Carlo Simulation Model and consolidated performance reporting to our early use of alternative strategies. We'll continue to focus on providing thoughtful, unbiased investment strategies, exceptional client service and smart, innovative use of new technologies that help advisors deliver a differentiated wealth management offering to their affluent clients.
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.
Our History
Formerly Lydian Advisor Solutions, Fortigent's long history developing and delivering wealth management solutions for High Net Worth investors began in 1994 when Jamie McIntyre and Steve Lockshin formed CMS Financial Services with a single client. Shortly thereafter, CMS won a contract to provide first of its kind portfolio accounting and performance measurement services to Arthur Anderson clients nationwide. CMS realized the value of employing absolute return and hedge fund strategies as a means of diversifying portfolios and quickly became one of the largest independent consultants in equity risk management. By 1999, assets under management exceeded $1 billion.In 2001, CMS Financial Services was bought by Lydian Trust Company. With a minimum client size of $10 million, the firm was recognized as a competitor in the Ultra High Net Worth marketplace. In 2003, CMS changed its name to Lydian Wealth Management (now known as Convergent Wealth Advisors) and Lydian Advisor Solutions. The next year, Lydian Wealth Management acquired Copper Beach Advisors, LLC and Windermere Investment Advisory, among the first peer-to-peer acquisitions in the wealth advisory market. Fortigent was formally organized in 2005 as an outsourced wealth management solutions provider to advisory firms and financial institutions.
Fortigent has been on the forefront of the industry from the beginning—from new technologies, such as our proprietary Monte Carlo Simulation Model and consolidated performance reporting to our early use of alternative strategies. We'll continue to focus on providing thoughtful, unbiased investment strategies, exceptional client service and smart, innovative use of new technologies that help advisors deliver a differentiated wealth management offering to their affluent clients.
