Fort Point Capital Partners LLC

Fort Point Capital Partners LLC is a registered investment adviser established in October 2008, based in San Francisco, CA. The firm offers investment management services to family offices, high net worth individuals, and private funds. The team includes experienced professionals like Ralph Drybrough, Paul Touchstone, Tim McDowell, Robin Brinckerhoff, and Roy Haya. Fort Point acts as a fiduciary for clients, offering fully discretionary investment services with a focus on risk management and tailored investment advice. The firm's investment philosophy includes global diversification, active risk management, and cost reduction strategies. Fort Point's investment strategies cover equities, ETFs, investment company shares, options, fixed-income, and cash equivalent securities. The firm also manages Investment Partners, LLC, a series of private funds with various investment strategies like Alternative Yield Funds, Growth Equity Opportunities Funds, Real Estate Opportunities Funds, and Credit Opportunities Funds. Fort Point charges management fees based on a tiered structure, ranging from 1.25% to negotiable rates based on assets under management. The firm does not charge performance fees on individually managed accounts but may receive incentive fees from Private Funds. Fort Point has no disciplinary events, and client assets are held by qualified custodians. The firm exercises investment discretion for clients, with periodic account reviews and meetings. Clients have access to online portals for monitoring their accounts. Fort Point has policies in place for proxy voting and has no financial commitments impairing its ability to meet client obligations.