Foresight Strategic Partners manages investment portfolios for high-net-worth individuals, trusts, families, and institutions. The firm specializes in large-cap stocks and option strategies, employing a combination of value investing—seeking companies trading below their intrinsic value—and opportunistic trading, such as event-driven opportunities and market directional trades. Foresight Strategic Partners evaluates each client's risk tolerance and time horizon to create a customized Investment Policy Statement, and requests the authority to make trades without asking first. The firm manages investments actively and uses options like covered calls and spreads to generate income and manage risk. Portfolios are monitored continuously, and the firm reviews accounts at least monthly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Rates are 1.75% for non-qualified and qualified investors, with an alternative rate of 1.35% available for certain qualified investors.