Fortigent™

Fortigent Welcomes Pitcairn

January 25, 2008

Rockville, MD --  Fortigent, LLC, a leading provider of outsourced wealth management consulting services for financial advisors and institutions targeting high net worth clients, today announced it has been retained by Pitcairn, one of the nation’s leading multi-family offices, to support its recently announced full open architecture investment platform. 

Commenting on Fortigent’s selection, President and Chief Executive Officer Andrew Putterman said: “Pitcairn is an established industry leader and influential innovator in the multi-family office and wealth management marketplace. We are privileged to work with such a highly regarded organization. The Fortigent team has already established a strong partnership that will meaningfully enhance the varied investment needs of Pitcairn’s clients.” 

Among the services Fortigent will provide to Pitcairn are manager due diligence, alternative investments and data integration. It will also help select and monitor the managers available for Pitcairn’s newly launched customized overlay portfolio management services. 

Acknowledging the importance of finding strategic partners that share Pitcairn’s vision of wealth management, Pitcairn Chairman and Chief Executive Officer Dirk Jungé noted that his firm made the commitment to 100% open architecture in order to provide clients added flexibility in customizing their investments to better meet their individual needs and circumstances. He added: “Joining Fortigent’s state-of-the-art tools and counsel with our unrivaled experience in helping clients manage multi-generational family wealth sets a higher standard for objectivity, transparency, and best practices in our industry.” 

About Fortigent. Fortigent provides outsourced wealth management solutions and consulting services to investment advisory firms and financial institutions that serve ultra high net worth clientele. With $20 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. 

About Pitcairn. Pitcairn is a privately held multi-family office dedicated to helping clients grow and protect their financial assets and family heritage. Pitcairn has been managing family wealth across multiple generations and has been instrumental in defining the family office experience for some of the world’s wealthiest families. Still a groundbreaking firm after eight decades, Pitcairn is recognized for its innovation, leadership and pioneering wealth transfer strategies. The company was established as a single family office in 1923 to preserve the wealth and resources of the descendants of John Pitcairn, co-founder of Pittsburgh Plate Glass Company (currently PPG Industries). Today, the firm leverages the expert and intimate knowledge gained from serving the Pitcairn family, as well as other individuals and multi-generational families, to help clients ensure their wealth for future generations. 

For Further Information:
Pitcairn: 
Leslie C. Voth, President Wealth Management Group
Ronna J. Gyllenhaal, Marketing Project Manager
800.211.1745 < previous page