FORT STREET ASSET MANAGEMENT

Fort Street Asset Management is a boutique money manager based in Honolulu. Founded by Richard Wertheimer and Clint Dodson in 2019, we actively manage an investment portfolio for a small group of like-minded investors in separately managed accounts and a recently launched fund... Fort Street is a boutique money manager based in Honolulu that actively manages global equity portfolios and provides advice on asset allocation strategies for a small group of like-minded investors in separately managed accounts. Richard Wertheimer and Clint Dodson co-founded Fort Street in December 2019. They previously worked together at Morgan Stanley Wealth Management in Hawaii... At Fort Street, we provide our clients with world class investment management, an extensive network of relationships, and our total commitment, all wrapped in a transparent and flexible investment structure.

Also known as: Fort Street, Fort Street Asset Management LLC

Primary location: Honolulu United States