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 $10 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
Fort Point has developed a family of private fund offerings which seek to provide investors with compelling risk-adjusted returns and little to no correlation to broader equity and credit markets.