Foresight Strategic Partners, LLC

Foresight Strategic Partners provides discretionary portfolio management to high‑net‑worth individuals, families, trusts, and institutional clients, generally advising accounts that the firm indicates are typically above $500,000. Services include development of individualized Investment Policy Statements, asset selection, and ongoing portfolio monitoring, along with periodic newsletters and market updates for clients.

The firm’s investment approach is research‑driven with a primary focus on large‑cap equities and a routine use of option strategies to express conviction or hedge positions, often employing longer‑dated options (12–18+ months) and multi‑leg spreads, covered calls, collars and other option techniques. FSP uses a blend of quantitative optimization, fundamental and technical analysis and actively manages positions under discretionary authority.

A relatively uncommon feature for a firm of this type is the availability of performance‑based fee arrangements for qualified clients, which the brochure discloses as an option in its fee terms. Operationally, FSP’s routine use of complex, longer‑dated option positions — its requirement that clients custody accounts at Interactive Brokers or Charles Schwab (with associated institutional services) — and its note that liquidations of certain option strategies may take up to a week are distinguishing details that can affect client liquidity and create custodial‑related conflicts of interest.