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Fortigent, LLC

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Fortigent, LLC

Overview:

Founded in 1997, Fortigent expanded from a multi-family office servicing High Net Worth investors in the Washington, DC area. Since inception, Fortigent has believed that there is a better way of delivering a comprehensive wealth management experience. We want to accelerate your engagement with High Net Worth clients. Our inspiration led to the implementation of a robust and seamless platform specializing in performance reporting, investment research, and practice management. We deliver creative reporting and highly sought-after research to Financial Advisors.

Over the years, our expertise has grown, and today we excel at helping Advisors deliver the ultimate experience to their clients. Fortigent accelerates what is possible for the industry through our continuous and evolving quest to be agile and innovative.

History:

Formerly Lydian Advisor Solutions, Fortigent's long history developing and delivering wealth management solutions for High Net Worth investors began in 1994 when Jamie McIntyre and Steve Lockshin formed CMS Financial Services with a single client. Shortly thereafter, CMS won a contract to provide first of its kind portfolio accounting and performance measurement services to Arthur Anderson clients nationwide. CMS realized the value of employing absolute return and hedge fund strategies as a means of diversifying portfolios and quickly became one of the largest independent consultants in equity risk management. By 1999, assets under management exceeded $1 billion.

In 2001, CMS Financial Services was bought by Lydian Trust Company. With a minimum client size of $10 million, the firm was recognized as a competitor in the Ultra High Net Worth marketplace. In 2003, CMS changed its name to Lydian Wealth Management (now known as Convergent Wealth Advisors) and Lydian Advisor Solutions. The next year, Lydian Wealth Management acquired Copper Beach Advisors, LLC and Windermere Investment Advisory, among the first peer-to-peer acquisitions in the wealth advisory market. Fortigent was formally organized in 2005 as an outsourced wealth management solutions provider to advisory firms and financial institutions.

Fortigent has been on the forefront of the industry from the beginning—from new technologies, such as our proprietary Monte Carlo Simulation Model and consolidated performance reporting to our early use of alternative strategies. We'll continue to focus on providing thoughtful, unbiased investment strategies, exceptional client service and smart, innovative use of new technologies that help advisors deliver a differentiated wealth management offering to their affluent clients.

Formerly known as: Lydian Advisor Solutions

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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