Fortigent™

Clearbrook Financial Partners with Fortigent to Offer Unified Management Account

February 24, 2009

Rockville, MD, February 24, 2009 — Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions, today announced plans to partner with Clearbrook Financial, an independent financial services firm based in Princeton, NJ. Clearbrook provides portfolio solutions to Registered Investment Advisors, select multi-family offices, institutional investors, and asset managers.

This strategic business relationship includes the placement of Fortigent’s Access Overlay™ model portfolios on Clearbrook’s SMA Exchange® platform. “Given the success of the single managed account solution in the industry, Fortigent’s Unified Managed Account offering, Access Overlay™, is a perfect addition to Clearbrook’s SMA Exchange,” says Nick Worontzoff, Director of Sales for Clearbrook. In addition to Fortigent-directed model portfolios, advisors who leverage Clearbrook’s SMA Exchange will have the flexibility to create their own customized models utilizing Fortigent’s selected managers within the program. “The access to managers that make it through Fortigent’s rigorous and comprehensive manager search and due diligence process is a clear win for our clients” added Worontzoff.

“We are absolutely thrilled to have Clearbrook Financial offering Access Overlay™ on its SMA Exchange,” says Scott Welch, Senior Managing Director of Investment Research and Strategy at Fortigent. “The clear benefits of a flexible, customizable UMA for both investors and advisors are driving significant demand. Access Overlay™ offers investors institutional quality managers, low minimums, broad diversification, full transparency and liquidity, and customizable model portfolios, all within a single tax-managed account. For advisors, it saves them money, gives them an investment solution with tangible added value, simplifies their lives, and dramatically improves their operational efficiency. This is a huge win for all parties.”

Clearbrook’s clients can access Fortigent’s Access Overlay™ platform much as they would any third-party manager on SMA Exchange. Individual firms will have the ability to leverage Fortigent’s model portfolios, or customize their UMA models to their own specifications.

This relationship will also allow Fortigent and Clearbrook Financial to jointly market prospects using Clearbrook as one of Fortigent’s preferred platforms. “Clearbrook’s offering allows the flexibility and operational efficiencies that Fortigent advisor clients require, but with the outstanding service of a boutique investment shop,” commented Sean Mullen, Director of Institutional Services for Fortigent. “As we have grown, we have looked for a solution that would assume some of the operational responsibilities now taxing advisors. Clearbrook is able to handle these responsibilities and we look forward to building a strong alliance with them.”

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. For more information, visit www.fortigent.com. 

About Clearbrook Financial. Clearbrook Financial is an independent financial services firm, providing unique investment products and portfolio solutions, including its SMA Exchange, to investment professionals who serve institutions and affluent individuals. The firm, through its subsidiaries, advises to over $22 billion in assets. For more information, visit www.clearbrookfinancial.com. < previous page