Fortigent is a provider of wealth management solutions to advisors serving the high net-worth market, is a wholly owned subsidiary of LPL Financial.
The two new offerings from LPL Financial Research – the Quad-Core Balanced and Quad-Core Income Portfolios – extend the proprietary "Quad-Core" strategy that is currently offered on the MWP platform through the Absolute Return Portfolio.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The Quad Core is a four-pronged methodology intended to provide a more diversified approach to portfolio management.
"The new Quad-Core Income Portfolio seeks to replicate or beat the performance of core bonds while generating more income and the Quad-Core Balanced Portfolio seeks the return of a traditional 60/40 stock-bond portfolio with little or no sensitivity to rising interest rates," the company said in a statement.
MWP is a centrally managed, fee-based platform that enables LPL Financial advisors to provide client-centric, theme-based investment portfolios for a broad range of investors.
As of June 30, 2012, MWP assets under management totaled US$9.3 billion, an increase of 52% over the prior year. The platform was first launched as of 31 March 2008.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataJohn Moninger, LPL Financial executive vice president of Advisory and Brokerage Consulting Services, said, "These new additions to the MWP platform further strengthen our advisors’ ability to help their clients move forward in today’s complex financial environment, regardless of near-term market cycles. We are pleased to work with LPL Financial Research, Fortigent, and all of our investment manager partners to enhance the MWP platform, and to help our advisors grow and strengthen their practices."
