Learn how Fortress partners with wealth advisors, and offers education, market insights and support that can help when integrating private credit and real estate into client portfolios.
Fortress Private Wealth Solutions strives to empower RIAs and financial advisors through education, partnership, and insight. This video outlines how Fortress supports advisors throughout the alternative investment lifecycle.
Dedicated partnership for advisors:
- Fortress builds long-term relationships based on trust, transparency, and shared goals.
- Advisors gain access to market insights, portfolio construction tools, and direct communication with experienced investment professionals.
Comprehensive support:
- Educational resources that simplify complex private market concepts.
- Due diligence materials and client-ready insights to support conversations.
- Hands-on assistance for adding private credit allocations to client portfolios.
Results for advisors and clients:
- Enhanced confidence in discussing alternatives with clients.
- The potential for improved portfolio diversification through institutional-quality strategies.
- Ongoing collaboration designed to help advisors grow their business.
Nils Wilson: So at Fortress Private Wealth Solutions, we're really focused on building long-term relationships. We're committed to working with advisors through the entirety of the investment, not just on the product development. We aim to be a trusted partner to you, helping you understand the opportunity today and how that might evolve in the future.
Adam Bobker: The financial advisors that we partner with need to know about a lot of different things. And we recognize that adding alternatives may not be an easy task. We want to be a meaningful resource to you and your practice. And that could be through market insight. It can be through portfolio construction tools in helping you build out an asset allocation that includes alternative investments.
Nils Wilson: We can help you understand the markets you're investing in by connecting you directly with our investment teams. Our investment teams have industry-specific knowledge and prospective honed through more than 20 years of experience. That experience and understanding of how different assets and structures perform through market cycles is incredibly important when making investment decisions for the long term. Fortress Private Wealth Solutions aims to offer you a variety of product education and market insights so that you can work with clients from a position of strength.
Adam Bobker: Our Fortress team is eager to partner with you to help your clients achieve their objectives. Should you have any questions or be interested in starting a conversation, please reach out to your Fortress representative.