FortPoint Investment Management specializes in portfolio management of investments to achieve a balance of growth and income through the use of disciplined research to guide the portfolio allocation.  The objective of the portfolio is to invest in companies or securities that have long term value exceeding benchmark returns while concurrently minimizing risk as a result of changing market conditions.  The firm conducts research on a macroeconomic level as well as fundamental analysis of specific industries and companies to determine a portfolio structure that will add value while minimizing risk.

Through partnerships with leading research firms on a global basis, FortPoint is able to bring the value of leading research to portfolio management.  This access to a global team of research professionals enhances the ability to identify valuable investment ideas worldwide.  The research provides insight across various investment categories including: equity, fixed income, credit markets, real estate, etc.  In conjunction with searching for value and investment opportunities, FortPoint seeks to provide client access to the opportunities on a global basis.  The firm has established partnerships which provide an open investing platform and broad investment access.

For institutional clients, FortPoint offers separately managed accounts and investment consulting services.  Whether the client is looking for active or passive strategies, our experience will assist in making appropriate recommendations to meet client requirements. We can work with clients to review portfolio holdings, investment performance, and fee structures. Our industry expertise can guide portfolio allocations across various investment and product categories.