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 Anderson to provide these services to their clients nationwide.