Fortigent™

Fortigent Welcomes Massey, Quick and Co.

November 11, 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 Massey, Quick and Co. LLC, a Morristown, N.J.-based wealth management firm that, since its 2004 inception, has endeared itself to clients by breaking out of the traditional wealth management business model, instead opting to be “wealth advocates” who treat their investors as peers. As a 2007 cover story in Financial Advisor Magazine notes, the three founders of Massey, Quick “do not invest any money for a client unless one or all of them have some of their own substantial personal funds committed to the same investment.” In addition, the magazine notes that Massey “does not manufacture or sell any products, never shares fees with a money manager, and is not a broker-dealer.”

“We chose Fortigent because, consistent with our firm’s philosophy of treating our clients as peers, Fortigent clearly has the reporting system that we would trust to accurately reflect our own investments,” says Leslie C. Quick, III, a Founding Partner at Massey. “We are impressed by the fact that Fortigent has been able to surmount the roadblocks that have typically been associated with effective tracking of alternative investments in high net worth investor portfolios, and has been able to fit them so seamlessly into an automated system.”

“We are delighted to welcome Massey, Quick to Fortigent, and are very pleased that they appreciate our new alternatives reporting platform and the value that we hope it will bring to their practice,” says Jamie McIntyre, Chief Technology Officer at Fortigent. “The program, called ‘My Alternatives’ is the result of more than twelve years of experience in serving the alternative investment needs of the high net worth investor, and incorporates our newly-launched custom portfolio accounting system.”

According to John Mastal, Director of Sales at Fortigent, “we look forward to a long relationship with Massey, Quick, as we continually strive toward enhancing our clients’ performance reporting experience.”

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 Massey, Quick. Massey, Quick and Co. LLC, a pioneer in wealth advocacy, aggregates a group of seasoned and talented professionals together to shepherd, protect and perpetuate the wealth of high net worth individuals, endowments and foundations. Through sophisticated financial planning, asset manager selection and due diligence, portfolio construction, estate planning, asset protection and risk management we bring organization, structure and peace of mind to our clients. We are a fee only registered investment adviser. We sit on the same side of the table as our clients in a conflict free manner, acting as their financial advocate. < previous page