Trusted Resources
We’ve built our practice to emulate the family office model.
This means we serve as your dedicated financial partners, coordinating resources on your behalf to deliver the ultimate wealth management experience. We have access to multiple custodians and the finest investment and alternative-investment platforms, so you benefit from world-class solutions that we select based on your unique needs and objectives. This is how the wealthiest families manage their money, because it’s how you get truly bespoke, unbiased, goal-oriented wealth advice.
A growth accelerator and minority stake partner for independent advisors and breakaway firms
Elevation Point is a wealth management firm focused on bringing together industry-leading independent advisors through minority stake partnerships with RIAs and breakaway advisors transitioning to independence.
Elevation Point empowers its advisors with industry-leading tools, resources and expertise, along with customized comprehensive support, to provide clients with exceptional experience. Distinguishing ourselves as accelerators in a landscape of aggregators, Elevation Point is a nationwide community of emerging industry leaders, overseeing more than $3.2 billion in assets under management. Driven by advisor values and the evolving needs of clients, our mission is clear: to elevate the entire industry to higher ground. Learn more here.
*Elevation Point Wealth Partners, LLC, an SEC-registered investment adviser and a wholly owned subsidiary of Elevation Point, LLC.
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.
Fidelity Investments is an independent company, unaffiliated with Fortage Capital Advisors. Fidelity Investments is a service provider to Fortage Capital Advisors.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Fortage Capital Advisors and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Learn more here.
These materials have been independently produced by Fortage Capital Advisors. Fortage Capital Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Fortage Capital Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Learn more here.
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. Additionally, CAIS provides an industry-leading learning system, CAIS IQ, that helps advisors learn faster, remember longer and improve client outcomes. Fortage Capital Advisors has teamed up with CAIS to enhance its alternative investment marketplace, offering clients access to a range of investment opportunities through an efficient digital platform. Learn more here.
eMoney’s comprehensive financial planning solutions help our clients take action, track progress, and celebrate successes. With easy data organization and goal mapping, plus stress testing for risks, eMoney provides interactive tools that build confidence and foster more productive financial discussions. Learn more here.
Founded in 2013 in NYC, iCapital is the leading global fintech company powering the world’s alternative investment marketplace. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Fortage Capital Advisors has partnered with iCapital to power its alternative investment marketplace and provide clients with access to its menu of investment opportunities on an intuitive and efficient digital platform. Learn more here.
TriState Capital Bank, one of the nation’s fastest-growing banks with over $20 billion in assets, was founded to address gaps in the banking industry, particularly for relationship-based clients underserved by consolidation trends. Built on trust, performance, and expertise, the bank is driven by opportunities to make a meaningful impact on the success of its clients and partners. Fortage Capital Advisors uses TriState for unique securities-based loans in addition to the lending facilities at our custodians. Learn more here.
Wolfe Research, LLC is a premier independent sell-side research firm dedicated to best-in-class content and strategic growth. Known for producing objective, high-quality research across covered sectors, the firm delivers tailored services with precision and care to institutional clients. Committed to excellence, Wolfe upholds the highest standards of effort, client service, thoughtfulness, and integrity while fostering top-ranked analysts and sales professionals through mentorship. Recognized for leading sector and macro research, Wolfe’s QES product offers advanced stock selection models, portfolio analytics, hedging tools, ESG insights, and alternative data. Learn more here.
Founded in 1863 under national bank charter No. 24, U.S. Bank is a publicly traded company (NYSE: USB) and ranks No. 107 on the Fortune 500. The bank is consistently recognized for its ethical and inclusive culture, strong management, social responsibility, and advanced digital capabilities. Fortage Capital Advisors utilizes US Bank for custom mortgage solutions and securities-based lending needs. Learn more here.