Fortigent™

Fortigent Welcomes Willow Street Advisors

January 06, 2009

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 Willow Street Advisors, LLC. Willow Street Advisors is a private wealth management firm with offices in Naples, Florida and Akron, Ohio. The founders, Christopher P. Bray, David B. Kearns, and Richard H. Stevens, are former executives with the wealth management division of one of the top 10 largest banks in the U.S. They founded the firm on the premise that there is a tremendous client need to work with a private advisory firm without “unhealthy ties to product driven and short-sighted financial institutions.”
“Although we were confident with our proprietary investment management strategy, we wanted the depth and breadth of experience that we know Fortigent provides,” says Christopher P. Bray, Managing Director of Willow Street Advisors. “We wanted to offer our clients access to additional top-performing traditional and alternative investment management opportunities, and wanted the infrastructure to complete the due diligence necessary for such an offering. Our research showed that Fortigent was the firm that could provide us with what our demanding clients needed.”

“We are delighted to be partnering with Willow Street Advisors, which already has a strong, dedicated client base and a significant growth strategy that is based upon solid investment principles,” says Andrew Putterman, President & CEO at Fortigent. “We look forward to helping them to meet their expansion goals.”

According to John Mastal, Director of Sales at Fortigent, “The partners at Willow Street are highly experienced and are well prepared for running a successful wealth advisory firm. Fortigent is excited to be a part of their team.”

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 Willow Street Advisors, LLC.   Willow Street Advisors was formed for the sole purpose of providing exceptional private wealth management services to individuals and families. Based on their combined professional wealth management experience in excess of 50 years, the founders firmly believe that exceptional and unbiased private wealth management can only be provided through a privately owned professional firm without unhealthy ties to banks, brokerages, insurance companies, or other product driven financial businesses. Clients of Willow Street Advisors know that they can depend on a dedicated team of experienced investment, tax, estate, and financial planning professionals who provide comprehensive, unbiased, and substantive wealth management counsel resulting in an integrated and well coordinated strategy, spanning multiple generations. For further information see www.WillowStreetAdvisors.com.