Fortigent, LLC

Financial ServicesMaryland, United States51-200 Employees

Fortigent, LLC operates in the financial services sector, offering wealth management solutions and consulting to independent advisors, banks and trust companies, and break-away brokers who outsource to meet the needs of high net worth clients. The firm provides a comprehensive outsourcing platform that encompasses investment research and strategy, performance reporting, and practice management guidance, with a focus on robust data aggregation and consolidated reporting for affluent investors. Its services are designed to enhance operational efficiency for advisory firms and financial institutions while supporting the growth and effectiveness of their offerings through specialized consulting. Based in Rockville, Maryland, Fortigent serves professional financial services clients and has positioned itself as a provider of open-architecture investment capabilities and expertise in alternative investments, tailored to the demands of high net worth portfolios. The company has been operating for more than a decade, emphasizing an approach built around the complexities and needs of affluent clients. A recent development noted is a client agreement involving IndexIQ’s multi-strategy alternatives solution integrated into Fortigent’s customized UMA program, reflecting continued collaboration within its outsourcing model.

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