News & Press Releases

First Foundation Announces Fortigent as Wealth Management Resource

Tom Giddings, Senior Managing Director

July 15, 2010

We made a big move last quarter when we brought on Fortigent, LLC as a key resource for our wealth management services. The Rockville, Md.-based company is a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients. Fortigent will provide First Foundation Advisors with a host of top-level services, including investment research and manager due diligence on both traditional and alternative investments, as well as access to its data aggregation, client performance reporting and the self sponsored unified managed account program capabilities.

In short, Fortigent gives us a clear edge in providing clients with the best in wealth management. As wealthy families increasingly look beyond simple investment management to cater to their needs, Fortigent's bigger picture understanding of the individual goals of families and their resources to help achieve them are unsurpassed in the field. Through tailored solutions designed for each family, their team of exceptional professionals and partners will be a great benefit to our clients, as will their depth of due diligence and diverse solutions that compliment First Foundation's own comprehensive approach to serving its clients.

First Foundation serves clients' objectives first, using forward-looking strategies, a disciplined approach and team expertise. Through asset allocation, fixed income, mutual funds and alternative investments, we aim to provide the best solutions for individual needs. Our Family Wealth Institute also includes strategies and methods to create a balanced social enterprise where financial success and family values are demonstrated across generations with programs such as family communications, family meetings, retreats, financial and life skills training and women's wealth management.

For more than 15 years, Fortigent has been working with banks, trust companies, and independent advisory firms, delivering its fully integrated and customizable business-to-business outsourced wealth management solutions. 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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