1 ABOUT US

Founded in 2019 by Richard Wertheimer and Clint Dodson, Fort Street Asset Management is an investment firm based in Honolulu, Hawaii. With a shared background at Morgan Stanley’s Wealth Management office in Hawaii, Richard and Clint brought their expertise together to establish a firm dedicated to protecting and compounding client assets. Supported by a highly experienced team of investment and business professionals, Fort Street has a proven track record in managing the core portfolio since 2016. In 2022, the firm expanded its investment scope and operational efficiency with the launch of the Fort Street AM LP Fund.

Culture

At Fort Street, our culture is defined by collaboration, integrity, and a passion for excellence. We foster an environment where teamwork thrives, encouraging open communication and the sharing of diverse perspectives. We value the highest ethical standards, ensuring transparency and trust in all our interactions. Our team is driven to continuously push boundaries to deliver exceptional results for our clients. We embrace a culture of learning and professional development, staying ahead of industry trends and evolving market dynamics. At Fort Street, we empower our team members to unleash their full potential, fostering innovation and a client-centric mindset.

Why Fort Street

Navigating Financial Success Together

We understand that choosing an investment management firm is a significant decision that can greatly impact your financial future. Here’s why we believe Fort Street stands out from the rest:

Expertise And Experience

A Seasoned Team: Our team comprises experienced professionals with deep industry knowledge and expertise across various asset classes.

Proven Track Record: Fort Street has a demonstrated history of delivering strong investment performance and successfully navigating market cycles.

Market Insights: We stay at the forefront of industry trends and provide timely, data-driven insights to guide and explain investment decisions.

CLIENT-CENTRIC APPROACH

Tailored Solutions: We recognize that each client has unique financial goals and risk tolerances. Our customized investment strategies are designed to meet specific needs.

Transparent Communication: We believe in open and honest communication, providing regular monthly and quarterly updates, performance reports, and opportunities for dialogue, in-person meetings, and events to ensure clients are always informed.

Rigorous Research And Analysis

Uncovering Opportunities: Our research goes beyond traditional market analysis to identify hidden investment gems and emerging trends.

Risk Management Focus: We prioritize capital preservation and employ sophisticated risk management techniques to mitigate potential downsides.

Partnership And Trust

Long-Term Relationships: At Fort Street, we strive to build enduring partnerships with our clients, guiding them through various life stages and financial milestones.

Fiduciary Responsibility: We place clients best interests first. Our commitment to acting as a protector of client capital drives every decision we make at the firm..

Comprehensive Suite Of Services

Holistic Approach: Fort Street offers a range of investment management services, including portfolio construction, asset allocation, manager selection, and ongoing monitoring.

Multi-Asset Expertise: With our diverse capabilities, we can navigate different asset classes, from equities and fixed income to alternative investments, to help diversify and optimize your portfolio.

Investment Management

Harnessing Decades of Portfolio Management Experience

Investment management is the cornerstone of our expertise, providing clients with a strategic and disciplined investment team that aims to maximize the performance of your investments. By diving well beyond the surface of speculation, we rely on meticulous analysis, research, and expertise to make informed decisions.

The Art And Science Of Maximizing Returns

At Fort Street, investment management is both an art and a science. Our experienced team combines artistic insights with scientific methodologies to identify opportunities, recognize patterns, and make insightful decisions that generate favorable returns. Through quantitative analysis, rigorous research, and data-driven strategies, we optimize portfolio performance and help clients achieve desired financial outcomes.

MINIMIZING RISKS FOR LONG-TERM SUCCESS

Preserving capital and minimizing risks is a fundamental objective of our investment management approach. We employ a range of strategies to mitigate potential downsides, including diversification, careful asset allocation, and risk management techniques. By striking a balance between generating returns and preserving capital, we aim to create resilient portfolios that can withstand market fluctuations and deliver consistent results over the long term.