Unlock the Value in Concentrated Equity Positions
Investors who need to:
Hold their XYZ stock and protect against a decline
Generate liquidity from their XYZ stock today
Systematically sell their XYZ stock
Destra has partnered with Fort Point to bring their “Best-In-Class” concentrated equity solutions to the broader wealth management marketplace. Destra provides introductory services to both RIAs and BD home offices, as well as service support at the individual advisor level in our effort to help advisors solve concentrated position problems for their clients.
If you are an individual investor and interested in this service, please speak to your financial advisor for additional information.
Based in San Francisco, Fort Point is a leader in delivering bespoke concentrated equity solutions to the broader wealth management marketplace. Fort Point helps advisors deepen existing relationships and attract new clients by offering a differentiated value proposition that seeks to protect and unlock client wealth.
Value-Add Offering
Next Steps for Concentrated Equity Management
Destra Markets & Provides Service Support at Advisor Level
Solutions Path
1) Fort Point Referral
2) Intro Meeting & Initial Needs Analysis
3) Agreement for Proposed Solutions
4) Tracking and Ongoing Assessment
Contact Us to Learn More about Fort Point and their Concentrated Equity Solutions
Fill out the form below for more information.