Lisa Greene's Colleagues at Fortigent, LLC
Lisa Greene's Contact Details
["(800) 558-7567"]
Fortigent, LLC
Lisa Greene's Company Details
Fortigent, LLC provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and break-away brokers who require a comprehensive outsourcing solution to meet the demands of their high net worth clients. For over ten years Fortigent has worked with high net worth investors and their advisors and they understand the issues and complexities arising from this very demanding client base. Fortigent's services—from investment research and strategy to performance reporting and practice management advice—are specifically designed with the affluent investor in mind. Fortigent offers advisory firms and financial institutions a robust and flexible solution to their outsourcing needs that includes a sophisticated open architecture investment platform, extensive expertise in alternative investments, true data aggregation and consolidated performance reporting. Fortigent's outsourced wealth management solution not only helps advisors improve the efficiency of their operations but their value-added consulting services can help enhance the effectiveness of their offering and grow their business. No strategy assures success or protects against loss. Third party posts found on this profile do not reflect the views of Fortigent and have not been reviewed by Fortigent as to accuracy or completeness.