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FORT is an investment management firm established in 1993 in Washington, DC. FORT has provided alternative investment advisory services to many of the world’s leading institutional investors and high-net-worth individuals for over 22 years. FORT’s trading strategies are systematic, adaptive, unique and robust.

FORT is an acronym for Financial Opportunities in Research and Trading, the name reflects the company’s core expertise: access to proprietary and innovative strategies that are supported by rigorous market research, statistical analysis, and a highly disciplined and systematic approach to investing.

FORT is a boutique hedge fund in the managed futures space, the firm has provided alternative investment advisory services for over 22 years to institutional investors and high-net-worth individuals.  The firm utilizes fully automated systematic trading strategies. It has offices located in Chevy Chase, MD and New York, NY. The firm has approximately $2 billion in assets under management.

FORT is currently one of the top 20 managers by assets worldwide in the CTA/Managed Futures space according to CTA Intelligence, an industry publication.   

FORT is a financial services firm that writes its own code, develops its own software, and builds its own products. 


2 Wisconsin Circle
Suite # 1150
Washington, DC 20815
Phone: 301-986-6940

Firm Stats

Employer Type: Private
CEO: Mr. Yves Balcer
President: Mr. Sanjiv Kumar
2015 Employees (All Locations): 31

Major Office Locations

Washington, DC
New York, NY

Major Departments & Practices

Business Development
Finance & Operations
Human Resources
IT Infrastructure Management
Legal & Compliance
Software Development
Trading Operations