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Fortigent

Fortigent has helped Advisors and Institutions succeed with High Net Worth investors for more than 15 years. This success is a function of Fortigent’s unique wealth management legacy and our passion for innovation and excellence. We have been at the forefront of the industry since inception—from advanced technology to our expertise in alternative investments.

Deliver a High Net Worth Experience

Platform

Fortigent has the experience and agility required to fuel your practice. We are an outsourced wealth management platform for Advisors targeting High Net Worth families. Our services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, multi-custodial performance reporting, and an integrated technology tool kit that includes an end client portal, rebalancing, billing, and proposal generation.

People

Our professionals are our greatest assets. We believe in a free market of ideas, where innovation and merit are the primary criteria when making decisions. We are professionals who embody an entrepreneurial spirit and are motivated by a passion for excellence.

Agility at Work

Founded in 1997, Fortigent expanded from a multi-family office servicing High Net Worth investors in the Washington, DC area. Since inception, Fortigent has believed that there is a better way of delivering a comprehensive wealth management experience. We want to accelerate your engagement with High Net Worth clients. Our inspiration led to the implementation of a robust and seamless platform specializing in performance reporting, investment research, and practice management. We deliver creative reporting and highly sought-after research to Financial Advisors.

Over the years, our expertise has grown, and today we excel at helping Advisors deliver the ultimate experience to their clients. Fortigent accelerates what is possible for the industry through our continuous and evolving quest to be agile and innovative.

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