The best way to win is by not losing.

Welcome to Fort Point Capital Partners

Established in 2008, Fort Point is a boutique wealth advisory firm that works with high net-worth individuals and families.  We seek to create a positive investor experience through equal parts planning, design, implementation, and reporting.  Our disciplined, solutions-based investment process aims to deliver consistent portfolio returns with dramatically reduced volatility, high liquidity, and tax efficiency.

Fort Point is headquartered in San Francisco with additional offices in Denver, Chicago, and Boston.

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The Team

Our team has been curated to ensure a client experience defined by investment excellence through superior risk control, exceptional service, and attention to detail.

Ralph M. Drybrough

Managing Partner
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Paul R. Touchstone, CFA

Managing Partner
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Timothy T. McDowell

Managing Partner
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Heidi Johnson

Chief Compliance Officer
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Ben Warwick

Chief Investment Officer
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Mark A. Anderson, CFP

Managing Director
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Robin T. Brinckerhoff, CFP

Managing Director
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Travis Kauzer

Managing Director
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Oliver J. Kupe

Managing Director
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Wade Pitts, CFP

Managing Director
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Annie M. Werner, CRPC

Managing Director
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Frederick P. Bruenner, CFA

Managing Director & Portfolio Manager
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Paul Strehle

Managing Director & Portfolio Manager
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Lisa Church

Director of Operations
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Oswaldo Simental

Investment Analyst
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Aaron Tran

Investment Analyst
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Lisa Chen

Client Service Analyst
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Alicia Gutierrez

Client Service Analyst
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Nicole Meihofer, CRPC

Client Service Analyst
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Talk to Us

(415) 625-0909
info@fortpointcap.com

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Clients, you can securely access your reports and documents here.

Portfolio Performance (Black Diamond)
Invoices and Documents (ShareFile)

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