Tools To Help Your Clients

Investment Consulting

Our Investment Philosophy
Fortigent has been designing and implementing investment portfolios for taxable high net worth clients for more than ten years. Our investment philosophy and approach to constructing portfolios recognize that clients are most concerned with meeting their overall wealth objectives and controlling risk. Our objective is to deliver an institutional quality investment platform so that you can focus on delivering boutique quality client service—a combination we believe optimizes the ultimate client experience.

Here is a partial list of what we deliver:
  • Asset allocation that incorporates a wide variety of asset classes, including hedge funds and alternative investments
  • An intelligent combination of passive and active investment management strategies that delivers broad market exposure and offers the opportunity to achieve excess risk-adjusted return while controlling risk and paying close attention to fees and taxes
  • When appropriate, a full array of alternative investments and hedge funds, including absolute return, market neutral, and directional hedge fund strategies, as well as private equity, private real estate, and managed futures
  • Our vigorous due diligence and ongoing manager and risk monitoring that stress quality over quantity means a wide selection of boutique managers not found on typical platforms.
Thoughtful asset allocation and effective portfolio construction can differentiate your firm as you compete for high net worth clients. Fortigent can help you meet the challenge of combining both the science and art of asset allocation.