Institutional

Concentrated Equity Solutions

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

Our team has structured, traded, and managed over $22 billion notional in customized hedging and monetization strategies, with a dedicated focus on negotiated over-the-counter (OTC) and flexible exchange (FLEX) options solutions.

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.