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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.

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©2024 Destra Capital Management LLC. All rights reserved.

  • 443 N Willson Ave
  • Bozeman, MT, 59715

Destra Capital Investments LLC, member FINRA | SIPC

Destra Capital Investments LLC is acting as a Referral & Introducing Agent for Fort Point Capital Partners LLC and Uhlmann Price Securities (“UPS”). This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.

Fort Point Capital Partners securities offered and transacted through Ullman Price Securities. UPS LLC is a member of FINRA and SIPC (www.finra.org and www.sipc.org.)

Destra Capital Investments LLC, UPS LLC, and Fort Point Capital Partners LLC are unaffiliated companies and share no common ownership. Their relationship is governed by a referral agreement that delineates the responsibilities of each party.

Destra Capital, Fort Point Capital Partners and UPS LLC do not offer tax advice. It is recommended that you consult with your tax advisor for your specific tax details.

The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.

The information on this website is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer. All rights reserved. “Destra” is a trademark of Destra Capital Management LLC, which is the holding company of Destra Capital Advisors LLC, an investment adviser registered with the Securities and Exchange Commission, DFC Preferred Advisors LLC, an investment adviser registered with the Securities and Exchange Commission, and of Destra Capital Investments LLC, a registered broker-dealer and FINRA member and the distributor of investment product. Market information used on this website is obtained from non-proprietary market sources. The Destra Capital logos are protected under various U.S. Trademark Registrations.