Foresight Strategic Partners, LLC logo

Foresight Strategic Partners, LLC

Updated today

Client assets under management

$13,081,741

Clients

28

64% high-net-worth

Advisors

1

of 2 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

28

High

Average account size

$467,205

About

Foresight Strategic Partners, LLC is a single-advisor independent investment adviser that serves high‑net‑worth individuals, trusts, families and institutional clients, typically working with accounts generally above $500,000 and managing about $13 million in discretionary assets across roughly 28 client relationships. The firm provides ongoing portfolio management and periodic informational newsletters, with services documented in an investment policy statement for each client.

FSP’s investment approach centers on proprietary research focused on large‑cap equities and a consistent, firm‑wide strategy that is tailored only to a limited extent for individual goals and risk tolerances. Implementation relies heavily on option strategies—often longer‑dated options (12–18+ months) and multi‑leg spreads—alongside quantitative optimization, technical analysis and computer models; positions are actively managed, often averaged into over days or weeks, and may be closed before expiration to capture gains.

Noteworthy distinctions include the firm’s emphasis on options-driven tactics and the operational implication that certain option positions and strategies may require up to a week to unwind for an orderly liquidation, which can affect liquidity and withdrawal timing. In addition, and unlike the small minority of independent advisers that impose performance‑based fees, FSP discloses that it does not charge performance‑based compensation and instead charges asset‑based advisory fees.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Active portfolio management

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Fee options

Percentage

1.35% or 1.75% annually

Other

Account minimum: $500,000 Fee-only: 1.35% or 1.75% annually based on qualification status; fees are payable quarterly in arrears

Main office location

Foresight Strategic Partners, LLC

Evanston IL, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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