About Fort Street

A trusted investment firm with a proven track record, navigating multiple market cycles for industry leaders. We are experienced money managers with a global perspective. There’s no one like us in Hawaii.


Our Company Mission & Client Vision



Our mission at Fort Street is to safeguard and enhance client assets across all market conditions. 


Fort Street is dedicated to being the premier investment firm in Hawaii and beyond.


Our values encompass a client-centric approach, a commitment to excellence and innovation, and unwavering trust and integrity, all aimed at fulfilling our purpose of preserving capital, pursuing excellence, and building client-centric partnerships.

Recent Years

The Proof is in the Numbers


The core portfolio was protected in excess of the S&P 500 by 8.6%. While the S&P was down -19.4%, FSAM was down -10.8%.


The core portfolio was up 20.4% in 2021, compared to a 14.8% return in a blended 60/40 Portfolio benchmark (DGSIX).



The core portfolio was up 22.5% in 2020, compared to a 16.3% return in the S&P 500, and 11.6% in the 60/40 Portfolio.


Meet Our Team

We have managed money through multiple investment cycles for some of the best and brightest in the fund management industry. 

Richard Wertheimer

Richard Wertheimer

Portfolio Manager

Clint Dodson

Clint Dodson

Chief Operations Officer

Brenna Hardman

Brenna Hardman

Executive Director - IR & Marketing


Get In Touch

Want to find out more information about investing or collaborating with Fort Street? Please get in touch using the email form below. Someone will be with you shortly. Mahalo!