Asset Management

Risk Management

Fort Point provides a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients including wealth advisory firms, banks, family offices and non-profit organizations.

Over the last decade, our team has structured, traded, and managed over $15 billion notional in customized hedging solutions, comprised of over-the-counter (OTC) and flexible exchange (FLEX) options.

We help clients navigate often opaque derivatives markets, complex tax rules, and regulatory limitations in order to structure and implement a solution that’s tailored to each situation. By serving as a client advocate and independent expert focused on optimizing pricing and related terms, Fort Point levels the playing field with counterparties.

Areas of expertise include:

• Hedging & Monetization for Concentrated Equity Positions
• Diversified Portfolio Hedging
• Systematic Covered Call Writing
• Structured Note Replication
• Tail-Risk Solutions
• Alternative Fixed-Rate Borrowing/Lending Solutions

Private Investments

Fort Point has developed a family of private fund offerings which seek to provide investors with compelling risk-adjusted returns across private and opportunistic credit, private equity, and real estate.