Fortigent™

Fortigent Welcomes Richardson Capital Management

November 24, 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 Richardson Capital Management, LLC (RCM). RCM is a division of Wisconsin-based Richardson Financial Group, Inc. which was founded in 1969. The firm provides integrated wealth management that incorporates investment management along with tax, estate and insurance planning.

“Fortigent offers us the solutions we need to further enhance our high net worth clients’ wealth management experience, and we are impressed by the depth and breadth of their resources, expertise and experience,” says Scott Richardson, President of Richardson Financial Group. “The current market is difficult, but all challenges result in new opportunities and our partnership with Fortigent further strengthens Richardson’s ability to meet the objectives of preserving and growing the wealth of our high net worth families,” he says.

“The turmoil in the bank and brokerage communities is generating tremendous opportunities for boutique, service-oriented firms like Richardson,” says Andrew Putterman, CEO of Fortigent. “They offer the variety and quality of services demanded by high net worth families, and we think the additional investment and performance reporting resources we provide will only improve their ability to attract and maintain wealthy families. We are delighted with the new partnership and look forward to helping Richardson succeed.”

According to Bill Natsis, Managing Director at Fortigent, “Richardson and Fortigent are very similar in their goals and in their investment approach. We feel it is a ‘win-win’ relationship all the way around.”

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 Richardson Capital Management. Richardson Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission, providing independent investment management services on a fee-only basis. Our investment professionals work side by side with the tax, estate, and financial planning professionals of Richardson Financial Group to provide comprehensive, integrated wealth management. < previous page