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.
About What We Do & How We Got Here
Richard Wertheimer and Clint Dodson co-founded Fort Street in 2019 after working together at Morgan Stanley’s Wealth Management office in Hawaii. Fort Street is supported by a highly experienced and accomplished team of investment and business professionals. We have managed the core portfolio since 2016 and launched the Fort Street AM LP Fund in 2022 to broaden our investment scope and improve operational efficiency. While we don’t aspire to be all things to all people, we take a holistic approach to managing client funds, focusing first and foremost on capital preservation. Most of our net worth is invested alongside Fort Street investors, ensuring our interests are aligned.
Fort Street Asset Management is located on Fort Street, in the heart of downtown Honolulu. The street marks the original location of Honolulu Fort, built in 1816 by the Russians but later taken over by the Hawaiian authorities, who expanded it to become the largest structure in the islands. It protected Honolulu Harbor and served as the administrative center of the Hawaiian kingdom until 1857.
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.
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.
Chief Operations Officer
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!