Fortis Partners with Risemint to Innovate Wealth Management Services
- Fortis Capital Advisors partners with Risemint to enhance wealth management services for families and businesses.
- The collaboration allows Fortis to support Risemint's personalized investment strategies and operational efficiency.
- Fortis aims to refine offerings and ensure client success through this strategic partnership in the wealth management sector.
Fortis Capital Advisors and Risemint Forge Strategic Partnership to Enhance Wealth Management Services
In a notable development within the wealth management sector, Fortis Capital Advisors has formed a strategic partnership with Risemint, an independent wealth management firm founded by Bryce Johnson in 2019. This collaboration aims to bolster the wealth management services available to families and businesses by leveraging the expertise of Fortis Capital's seasoned professionals. Prior to the merger, Risemint has made significant strides, achieving over $120 million in assets under management, demonstrating its capacity for growth and client engagement. The union of these two firms signifies a commitment to continuous improvement and high standards in client outcomes, which is increasingly vital in today's competitive financial landscape.
Bryce Johnson, who leads Risemint and possesses an MBA in Finance from the University of Denver, emphasizes the shared vision between the two firms. His background as a lead portfolio manager has equipped him with meticulous investment strategies that have attracted a loyal client base. The partnership enables Johnson to utilize Fortis Capital Advisors’ comprehensive back-office support, allowing him to concentrate on his dual responsibilities as both portfolio manager and primary client relationship manager. This strategic focus not only enhances operational efficiency but also promises a more personalized approach to client service, which has already received positive feedback from those he serves.
Rob Hagg, Chief Sales & Growth Officer at Fortis Capital, expresses enthusiasm about the addition of Johnson and Risemint to the Fortis family. He highlights the alignment of their missions and the potential for creating greater value and resources for clients. As both firms work together, they aim to refine their offerings and ensure that client success remains at the forefront of their strategies. Johnson is optimistic about the future, stating that this partnership will usher in their most promising chapter yet, reflecting the intrinsic link between their success and that of their clients.
In addition to enhancing client services, this partnership underscores a growing trend in the wealth management industry, where firms seek to combine resources and expertise to meet the evolving needs of clients. Fortis Capital Advisors' commitment to providing financial advisors with the tools necessary for effective practice growth complements Risemint’s dedication to personalized investment strategies.
The collaboration not only fosters innovation within the companies but also positions them as competitive players in a rapidly changing market. With a focus on client-centric solutions, Fortis and Risemint are poised to set a new standard in wealth management services that could reshape client experiences in the industry.
