Fortigent Welcomes Balentine

ROCKVILLE, Md., Feb. 22 /PRNewswire/ -- Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients, has been retained by Balentine, an Atlanta-based independent asset strategy firm serving the needs of individuals, families and not-for-profit organizations. Balentine will take advantage of Fortigent's consolidated performance reporting services.

"One of the cornerstones of Balentine is to keenly listen to what our clients want and deliver on those needs for the long term," said Robert Balentine, chairman of Balentine. "Fortigent's customizable reporting capabilities allow us the ability to speak to our clients in clear language and provide a comprehensive picture of their entire balance sheet. In selecting partners for our firm, we researched the best products and greatly admire the flexibility, innovation and accuracy offered by Fortigent."

"We are thrilled to have Balentine join the Fortigent community," said Gary Carrai, Senior Managing Director of Sales and Consulting. "We have a great deal of respect for Robert and his team – our philosophies on building investment portfolios and servicing clients are very similar. They 'get' that the wealth management landscape has changed, and that client trust, service model transparency, and investment thought leadership will be key differentiators going forward. We look forward to supporting their long-term success."

John Mastal, Managing Director of Sales at Fortigent, added: "Balentine and Fortigent are a perfect fit. We are in complete alignment with respect to delivering a superior wealth management experience to High Net Worth clients. We are confident we will develop a strong and mutually beneficial relationship."

About Fortigent. 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. For more information, visit www.fortigent.com.

About Balentine. Balentine is an independently owned firm of senior-level investment professionals focused on acting with uncommon agility and collaboration to help individuals, families and not-for-profit organizations successfully navigate today's complex investment environment. The firm's business model combines the transparency and objectivity of an investment counseling firm with the ability to act decisively and be held accountable for the results of a money manager. Balentine's team combines seasoned investment professionals with economists from some of the world's most prestigious universities as well as thinkers from business sectors outside of the world of financial services. As an independent asset strategy firm, Balentine does not offer any proprietary products and is not affiliated with any broker dealers. For more information, visit http://balentine.com.

SOURCE Fortigent, LLC