Fortigent™

Fortigent Welcomes Syntrinsic Investment Counsel

January 26, 2009

Rockville, MD, January 26, 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 Syntrinsic Investment Counsel, a Denver-based wealth management firm serving a national clientele. Syntrinsic was launched this past August when an experienced wealth management team, led by Ben Valore-Caplan, CIMA®, left the global financial services firm UBS to form an independent company.

“We were attracted by Fortigent’s forward-thinking investment philosophy, which closely mirrors our own, and impressed by their exclusive focus on the core investment strategies that are designed to advance the needs of the high net worth investor,” says Valore-Caplan, the firm’s Managing Director and Senior Adviser. “We believe this partnership is a critical step in helping us meet our goal of providing our clients with more robust research, more flexible custody, and more cost-effective access to an even broader universe of investment strategies.”

“We are delighted with this new partnership,” says Scott Welch, Senior Managing Director for Investment Research & Strategy at Fortigent. “Ben’s comment to me was that he found the alignment of our respective investment philosophies to be ‘uncanny’. We think Syntrinsic’s significant intellectual capital overlaid on our robust investment platform will be a powerful combination, and we look forward to helping them meet their objective of delivering a superior investment and wealth management experience for nonprofit institutions and philanthropic families.”

According to John Mastal, Director of Sales at Fortigent, “Syntrinsic and Fortigent are a ‘natural fit’ in terms of philosophies and business styles, and we feel confident that we will develop a strong and lasting relationship.”

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 Syntrinsic Investment Counsel. Syntrinsic Investment Counsel LLC provides independent investment advice and strategic guidance to select foundations and endowments, faith-based institutions and philanthropic families. The team brings a strong background in social entrepreneurship and nonprofit management, enhancing their ability to serve their community oriented clientele. As a fee-only independent adviser, Syntrinsic does not accept commissions, nor does it accept soft dollars or gifts from any investment providers. For more information, contact Ben Valore-Caplan, Managing Partner, at 303.296.7100. < previous page