Fortigent - Fortigent, LLC provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and break-away brokers who require a comprehensive outsourcing solution to meet the demands of their high net worth clients. For over ten years they have worked with high net worth investors and their advisors and they understand the issues and complexities arising from this very demanding client base. Their services—from investment research and strategy to performance reporting and practice management advice—are specifically designed with the affluent investor in mind. They offer advisory firms and financial institutions a robust and flexible solution to their outsourcing needs that includes a sophisticated open architecture investment platform, extensive expertise in alternative investments, true data aggregation and consolidated performance reporting.

Littman Gregory/Advisor Intelligence - Established in 1987 as an investment management business, Litman/Gregory now consists of four separate businesses, with each driven by the firm's primary commitment to original, exceptionally thorough and creative investment research. Over the years, the firm has established a national reputation for integrity and results in each business. They believe their success stems first and foremost from their deeply held values that keep them committed to excellence and integrity in all they do. Over the years they've built a team of highly skilled professionals who share these values, as well as an intense passion for the profession. The resulting company culture is the foundation of its competitive advantage.

Ibbotson - Ibbotson Associates is a leading authority on asset allocation with expertise in capital market expectations and portfolio implementation. Approaching portfolio construction from the top-down through a research-based investment process, its experienced consultants and portfolio managers serve mutual fund firms, banks, broker-dealers, and insurance companies worldwide. Ibbotson Associates’ methodologies and services address all investment phases, from accumulation to retirement and the transition between the two.  

Schwab Institutional - They provide the basics that any good custodian should have. But, more importantly, they also give you the means to help you run your firm more efficiently, help you give great service to your clients and give you strategies and best practices for achieving your firm’s growth targets. 

Fidelity Registered Investment Advisor Group (FRIAG) - Fidelity is the second-largest provider of custody and brokerage services to the registered investment advisor marketplace, with over $260 billion in assets on behalf of more than 3,700 advisors as of March 31, 2007. The choice of advisors who value independence and partnership, Fidelity provides access to a flexible, specialized wealth management investments and services, all backed by the unwavering, long-term commitment of a private company. Dedicated relationship professionals work consultatively to help advisors choose from a wide array of products and services--both Fidelity and non-Fidelity--ensuring solutions that are in the best interests of their clients and make the most sense for their business.

Geller Group - You will discover the Geller Group Relationship in its commitment to serve the plan sponsor, their employees and their investment advisors professionally. Dedicated client relationship managers meet with plan sponsors and their investment professionals to strengthen relationships, conduct fiduciary reviews and provide hands-on management to ensure high-quality service. You will see it in the delivery of quality administrative services, employee communications, online objective investment guidance, technology resources and plan compliance services. They are fiercely dedicated to providing clients with the very best advice and expertise in the changing and complicated area of ERISA. As a result of dealing directly with experienced consultants, clients enjoy the benefits of accountability and understanding of their individual needs.

Morningstar - Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. Their mission is to create great products that help investors reach their financial goals. They offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. 

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