William Berger Email & Phone Number

Fortiter is a boutique wealth management firm serving a select group of high net worth families. Our firm was formed on the foundation of adding value for clients in four key areas: wealth enhancement, wealth transfer, asset protection and charitable giving. With deep and broad experience in each of these areas, we provide true peace of mind that our client families are well protected and served in all investment environments.

Houston, Texas, Us

Designed asset allocation strategies for highly successful multi-generational families; served my families' investment, fiduciary, tax and administrative needs; member of Investment Committee

Leader of Large-Cap Core team managing over $1 billion in assets, researched medical devices, pharmaceutical, healthcare services and capital goods companies; responsible for key client relationships in U.S. and Europe.

Managed SM&R Balanced Fund, co-managed SM&R Income and Growth Funds, developed private client services business, served on Finance Committee for parent company American National Insurance.

Mba, Finance/Investment Management

Bs, Accounting/Finance