Fortigent, LLC

Company info:

Top Executive: Andrew Putterman
http://fortigent.com
301 816 1200
2600 Tower Oaks Blvd, Ste. # 500
Rockville, MD 20852

RIA department info:

Contact: Gary Carrai
301 816 1201

Q&A:

Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access to proposal and rebalancing tools, client portfolio reporting and accounting, as well as industry articles, research papers, and other practice management and business development resources.

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