Fortigent™

Fortigent Welcomes Alexandra & James, Inc.

November 19, 2007

Rockville, MD— Alexandra & James, Inc., has joined the elite client roster of Fortigent, LLC, a provider of wealth management solutions and consulting services for advisors and financial institutions focusing on high net worth clients.

Alexandra & James recently made headline news on Wall Street when its well-known name partners left Merrill Lynch, and their family name, to launch their own wealth management company. Alexandra Lebenthal, the former chief executive of Lebenthal & Co., and her father, James Lebenthal, will utilize Fortigent’s expertise in the high net worth arena to help service their clients – investors with assets ranging between $2 million to $20 million.

According to Alexandra, whose grandparents founded the prestigious New York-based firm of Lebenthal & Co. in 1925, “Alexandra & James has the personal and professional expertise with families and individuals who are juggling multiple aspects of their financial life during major financial transitions- the sale of the family business, divorce, generational wealth transfer issues and family education for the next generation(s). We are positioned to be the advisor of choice for these individuals. We can organize all of their wealth management needs before, during and after major transitions, including personal financial planning, bill paying, and coordination with other financial providers.”

Michelle Smith, Co-Founder and Senior Managing Director of Alexandra & James concurs, noting that “we feel this is a market niche that, until now, has been underserved and lacking the people with the technical expertise to advise you, for example, on the financial pitfalls to avoid during your divorce. Our ad campaign features a large red hen. It is getting a lot of attention on Wall Street!” The hen refers to the folk tale of a little red hen who takes on all manner of tasks and chores on her farm when none of the other animals will help her, thereby coming to symbolize determination, independence, and self-reliance.

“Given Fortigent’s history, we relate very closely to the differentiated market niche and brand that Alexandra & James is creating,” says Fortigent President & CEO, Andrew Putterman. “Since our spin off from Lydian Wealth Management in 2006, we have focused on building Fortigent’s brand as the ‘go to’ outsourced wealth management solution for firms targeting high net worth clients. It’s an exciting process, and we look forward to helping Alexandra & James achieve its long-term goals.”

About Alexandra & James, Inc.   Alexandra & James Co is a multi-family office and wealth management boutique that services clients with a minimum of two million dollars in wealth.
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. With $18 billion of assets on its platform, 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