Family Office

Glassman Wealth Services Retains Outsourced Service Provider

Tom Burroughes Editor London November 3, 2009

Glassman Wealth Services Retains Outsourced Service Provider

Fortigent, which provides outsourced wealth management solutions for financial advisors targeting ultra high net worth clients, has been retained by Glassman Wealth Services, a Virginia-based firm.

The new firm will be headed by Barry Glassman, who recently left Cassaday & Company to start his own practice. Fortigent will provide Glassman a fully integrated wealth management solution including investment research, manager due diligence, information management, and reporting.

"When advisors make the decision to go independent, it is critical to select a support partner that knows their target market. Fortigent knows the High Net Worth space 'inside and out'. Our entire offering is focused on delivering the solutions required to attract and maintain high net worth clients,” said Andrew Putterman, Fortigent's chief executive and president.

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