Fortigent™

Access to 52 Model Portfolios and the Option to Customize Your Own Set of Models

Offers advisors client specific investment solutions to meet the unique needs of affluent investors

Active Tax Management

Demonstrable “tax alpha” means taxable investors keep more of what they earn from their investments

Open Architecture
Manager Access

Advisors can now access boutique and institutional managers that do not offer SMAs – thereby widening the opportunity set for finding quality managers

Due Diligence

Advisors can be comfortable that all managers are qualified under a disciplined and rigorous vetting and monitoring process by a firm that oversees more than $20 billion in HNW assets

Asset Allocation

Having multiple strategies within one account means tighter control over the investor’s desired portfolio diversification and risk/return characteristics

Simplified Paperwork
& Account Management

“Unified” means just that – advisors can create and implement a diversified model by opening one account and completing one set of paperwork for the UMA assets

Efficient Portfolio
Rebalancing

More disciplined rebalancing means closer adherence to the investor’s strategic long-term portfolio objectives

Customization

Advisors have the flexibility to create unique models which reflect their personal investment philosophy

Account Restrictions
Management (e.g., SRI)

Advisors have the flexibility to easily customize portfolios to address unique investor concerns such as concentrated low basis positions or preference mandates (e.g., socially responsible, “green,” or “no sin”)

After Tax Performance
Reporting on Overlay Assets

After-tax reporting means the investor sees the tangible added value from active tax management within the UMA