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Fortigent Welcomes Apogee Family Office
October 20, 2008
Fortigent LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting ultra high net worth clients, today announced it has been retained by Apogee Family Office, LLC. Atlanta-based Apogee, a well-established Family Office, recently made news when it hired Taylor M. Fairman away from Hirtle, Callaghan to implement a robust wealth management and investments offering.
 
“It is important for us to be able to offer an institutional quality investment program complete with access to top tier managers and economies of scale. Our relationship with Fortigent will help us build upon and build out the core offerings that are most important to our high net worth clients, including world class money management, sophisticated asset allocation, tax managed strategies like their UMA program, and incorporating alternatives wisely into our ultra high net worth portfolios,” says Fairman, Apogee’s Managing Director of Investments. “In addition, the firm’s ‘truly reconciled’ performance reporting capabilities will help us to streamline our administrative processes.”
 
R. Jefferson Davis, Jr., Managing Director, Family Office, at Apogee concurs, noting that “unlike the limitations that are often found in a TAMP, Fortigent’s significant customization opportunities, coupled with their open architecture approach and experience in the high net worth niche, made them the more natural fit for our business model.”
 
“Apogee’s business model and philosophy impressed us, and we look forward to helping them deliver their unique and holistic ‘360 degree’ wealth management experience,” says Scott Welch, Senior Managing Director of Investment Research & Strategy at Fortigent.. In addition, says John C. Yackel, a Managing Director of Business Development at Fortigent,"we are excited that Apogee chose us after their extensive search for a robust partner. We look forward to helping them meet the sophisticated needs of their existing clients, while we strive to play an instrumental part in their growth as they attract new families."
 
About Fortigent.  Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include an “open architecture” investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources.
 
About Apogee Family Office, LLC. Apogee is an independent and objective specialty advisory firm. We understand and simplify the complexities families and growing businesses have in managing their wealth and financial affairs. Apogee merges the services of accounting, tax, legal, investment and insurance professionals to offer a comprehensive approach that few advisory firms can provide. We consider it a 360 degree understanding of your situation and implementation of your life goals.
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