Fortigent Welcomes Moss Adams Wealth Advisors LLC

ROCKVILLE, Md., March 22 /PRNewswire/ -- Fortigent, LLC, a leading provider of outsourced wealth management solutions for financial advisors and institutions targeting high net worth clients, today announced it has been retained by Moss Adams Wealth Advisors LLC, the wealth management division of Moss Adams LLP. Moss Adams Wealth Advisors LLC provides comprehensive financial planning and investment management to high net worth individuals, primarily in the Western United States. The firm will use Fortigent to complement its in-house investment research capabilities, including the selection and due diligence of traditional and alternative managers.

"We were attracted by Fortigent's breadth and expertise in traditional and alternative investment research and due diligence," said Rebecca Pomering, Chief Executive Officer. "Their capabilities enhance our already strong in-house offering, allowing us to continue to grow and serve our clients."

"We are delighted to have Moss Adams Wealth Advisors join the Fortigent community," said Scott Welch, Senior Managing Director of Investment Research and Strategy. "Our respective approaches to due diligence and manager selection, as well as our client-centric service models, are completely in sync. Our combined strengths allow Moss Adams to offer a tremendously broad and deep investment solution – one that will support their continued industry leadership in servicing high net worth clients. We look forward to supporting their growth."

Anuj Gupta, Director of Consulting at Fortigent, added, "Moss Adams helped define the wealth management industry, and we are thrilled with our new partnership. We are excited with the opportunity to help them do what they do best – deliver high caliber financial planning, investment management, and a superior wealth management experience to high net worth families."

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 Moss Adams Wealth Advisors.  Moss Adams Wealth Advisors LLC is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. Wealth Advisors provides collaborative wealth management strategies to build, manage, and preserve client's net worth through investment management and consulting services, personal financial planning, and insurance management and consulting services. For more information, visit Moss Adams Wealth Advisors LLC.

SOURCE Fortigent, LLC