Fortigent™

RIAs Who Leave Big Firms Want Support and Flexibility

September 20, 2007

Rockville, MD — Next Capital Management (New York, NY ) and Capital Fiduciary Advisors, Inc. (Leesburg, VA) have a number of things in common. Both firms were started by registered investment advisors (RIAs) who left large brokerage or accounting firms to start their own wealth management advisory firms. Both firms cater to the needs of the high net worth investor. And both firms recently chose Fortigent, LLC as their outsourcing solution. Fortigent offers wealth management solutions and consulting services to investment 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.
 
"We are delighted to welcome Next Capital and Capital Fiduciary to our client roster," says Fortigent's President & CEO, Andrew Putterman. "More and more, we find that our offering attracts RIAs who seek to build enterprise value by owning their own wealth management business but recognize the superior economics of outsourcing their back office infrastructure." According to Putterman, "These advisors are smart and creative. They want to deliver an institutional quality offering to their clients, and they also want the flexibility to be involved in crucial investment and practice management decisions. Fortigent provides exactly this business model, which is what differentiates our service offering and makes us the ‘go to’ solution for advisors targeting high net worth investors." 

About Next Capital Management. Next Capital Management (New York, NY) is an SEC Registered Investment Advisor catering to High Net Worth individuals and families. Next Capital utilizes a consulting based model and currently works with 40 families under advisement of over $180 million. Andrew Hart is the President and CEO of Next Capital Management and can be reached at 212-433-1111. 

About Capital Fiduciary Advisors, Inc. Headquartered in Leesburg, Virginia, Capital Fiduciary Advisors provides comprehensive wealth management solutions that help individuals, families, and institutions achieve their most important goals. As fiduciaries, we provide unbiased, objective, and customized advice and service to our clients – and are committed to removing all conflicts of interest and serving as trusted financial advisors. With over fifty years of collective experience of its founding partners, Capital Fiduciary Advisors provides services that include: fee-only financial planning, investment advisory, tax advisory, and comprehensive review services. For more information, visit www.capitalfiduciaryadvisors.com. 

About Fortigent. Fortigent provides outsourced wealth management solutions and consulting services to investment advisory firms and financial institutions who serve ultra high net worth clientele. The firm offers a differentiated suite of tools and services to wealth management advisors which help them grow and position their businesses by combining institutional quality investment research and analytics with comprehensive, high-touch consulting services on business practice issues, including sales and marketing, organizational operations and business strategies. < previous page