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Destra Announces Partnership with Fort Point to Bring Concentrated Equity Solutions to Wealth Management Marketplace

Today, Destra Capital Investments LLC (“Destra”) announced a strategic partnership with Fort Point Capital Partners LLC (“Fort Point”), a leader in delivering bespoke concentrated equity solutions to the broader wealth management marketplace.

Destra will provide introductory services to both RIAs and broker dealer home offices, as well as service support for individual advisors, in its effort to help advisors solve concentrated position problems for their clients.

“We are very excited to partner with an industry leader like Fort Point, introduce their skills around concentrated positions to advisors looking to help mitigate risk, unlock potential value and provide liquidity services to their clients with large individual stock positions,” said James Yount, President of Destra.“With Fort Point, an advisor that has clients with concentrated equity positions can compete to win in high-value scenarios, overcoming larger firms that offer a single, conflicted price for client or prospect hedging needs. This advantage is critical in attracting and retaining ultra-high net worth clients.”

“Our team brings an independent, unbiased perspective to the process to understand and ensure tax-sensitive client’s goals match the solution-type,” said Paul Touchstone, Managing Partner at Fort Point. “We look forward to expanding advisor and client access to our independent concentrated equity solutions through this partnership with Destra.”

To learn more about Fort Point Concentrated Equity Solutions, contact Destra at or call us at 877.855.3434.

If you are an individual investor and interested in this service, please speak to your financial advisor for additional information.

About Destra Capital

Founded in 2008, Destra Capital was purpose-built to help independent thought leaders achieve better wealth outcomes by sourcing the next generation of investment solutions.

To achieve these goals, Destra selects experienced partners with unique investment strategies or services. Mutual funds, interval funds, closed-end funds, separate accounts, and investment services - all are tools that the team uses to help investors intentionally grow their wealth outcomes over time.

More than 15 years later, the firm has helped thousands of investors break away from the pack and blaze their own investing trail. We continue to encourage our clients to challenge the conventional and explore new ways of delivering financial freedom.

Destra Capital Investments LLC is a FINRA registered broker dealer and distributor to Destra Funds and other investments.

About Fort Point Capital Partners

Fort Point provides a broad array of bespoke, option-enhanced portfolio management and hedging solutions to institutional clients including wealth advisory firms, banks, family offices and non-profit organizations.

Over the last decade, Fort Point has structured, traded, and managed over $15 billion notional in customized hedging solutions, comprised of over-the-counter (OTC) and flexible exchange (FLEX) options.

Their team helps clients navigate often opaque derivatives markets, complex tax rules, and regulatory limitations in order to structure and implement a solution that is tailored to each situation. By serving as a client advocate and independent expert focused on optimizing pricing and related terms, Fort Point levels the playing field with counterparties.

Risk Considerations

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.

Securities offered and transacted through Uhlmann Price Securities LLC. UPS LLC is a member of FINRA and SIPC ( and 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.

This material is prepared for internal or financial professional use only. It may not be reproduced or shown to members of the public or used in written form as sales literature. Any such use would be contrary to FINRA Conduct Rules.

Supplementary information containing additional important legal and compliance related disclaimers For more information call Destra Capital Investments LLC at 877.855.3434 or access our website at