Analyst
Fortigent, LLC, based in Rockville, Maryland is a rapidly growing and innovative business-to-business provider of outsourced wealth management services to advisors targeting high net worth investors and families. With approximately $50 billion in platform assets, Fortigent offers capital markets analysis, asset allocation advice, model portfolios, money manager search, selection, and due diligence, and comprehensive technology and performance reporting solutions to banks, trust companies, and registered investment advisors. The firm also sponsors Access Overlay™, a Unified Managed Account program, and Access Alts™, an alternative investment access program.
Fortigent’s Operations department manages the firm’s outsourcing aspects in terms of performance reporting, portfolio accounting, corporate actions processing, automated data connectivity and new client on-boarding. Robin.Newman@fortigent.com .