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Fortigent
Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, a Wealth Management, Consulting and Performance Reporting firm based in Rockville, Maryland. CMS Financial Solutions focused on implementing 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. Continuing with this unique approach to Wealth Management, Performance Reporting and Consulting - CMS continued to grow and evolve, and by 1999 assets under management exceeded $1 billion. CMS Financial Services’ Portfolio Accounting and Performance Reporting quickly became an industry leader, and in 1995 CMS created a partnership with Arthur Andersen to provide these services to their clients nationwide.
In 2001, CMS Financial Services was acquired by Convergent Wealth Advisors, formerly known as Lydian Trust Company. After the acquisition, CMS Financial Services changed its name to Lydian Advisor Solutions, but retained the same services and business platform. The Fortigent platform continued to evolve and expand under Lydian Trust Company, and in 2005 Fortigent spun off from Lydian Trust Company and was formally introduced as an outsourced wealth management solution to Independent Advisors, Advisory Firms and Financial Institutions.
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