Investment Management for Athletes
Your talent creates opportunity. Prepare your wealth for what comes next.
You have invested years in developing your craft. The discipline, preparation, and commitment that brought you here can also shape how you approach your financial future.
Your strongest earning years may arrive early and last a relatively short time. Investing thoughtfully during that window can help turn today’s success into wealth that supports life beyond competition.
FortyOne Asset Management provides investment management for professional athletes and college athletes earning name, image, and likeness income. From your first NIL agreement or rookie contract through retirement, we help give your investments a long-term purpose.
Based in Naples, Florida, we serve athletes nationwide across sports and leagues.
Make your earning years count beyond your career
Athletic success can create extraordinary opportunities. It can also bring financial decisions faster than you expected.
Contracts, endorsements, and NIL agreements may generate substantial income while your time and attention remain focused on performance. Earnings can change with contract terms, injuries, sponsorships, and career transitions.
You need an investment approach that accounts for both the opportunity and the uncertainty.
Prepare during abundance. Invest for the years ahead.
Our name draws inspiration from Genesis 41, where Joseph prepares during years of abundance for the uncertainty ahead.
For athletes, that principle has particular meaning.
A period of exceptional earnings creates an opportunity to prepare for a much longer financial future.
At FortyOne, we approach that responsibility with care: understand what your wealth needs to accomplish, invest with discipline, and keep future needs in view while opportunities are strong.
Prepare Well. Invest Wisely.
A shared respect for preparation and performance
Our founder and Chief Investment Officer, Adam Zuercher, is passionate about sports, competition, and the
dedication required to refine a craft.
He brings that same commitment to investment management through thorough preparation,
independent thinking, and continual improvement.
Adam’s career began in 1999. His experience includes more than two decades building and leading an independent investment advisory firm, followed by approximately three years managing public
equity and fixed-income portfolios for a single-family office.
That background shapes FortyOne’s focus on managing wealth with attention to growth, risk, taxes,
and the responsibilities that can extend across generations.
Start with the opportunity in front of you
College athletes earning NIL income
Your first meaningful earnings can be an opportunity to establish investing habits and begin building wealth.
We help evaluate what is available for investment after taxes, current needs, and appropriate reserves have been considered.
The portfolio reflects your circumstances, including the uncertainty of future athletic earnings and your goals beyond college.
Athletes signing a first professional contract
A professional contract can change your financial circumstances quickly.
We help put investable earnings to work through a defined portfolio approach, with attention to payment timing, liquidity needs, taxes, and the risks you can reasonably take.
Established professional athletes
As your earnings and investments grow, coordination becomes increasingly important.
We can manage your public-market portfolio while considering relevant business interests, real estate, private investments, and other exposures outside our accounts.
The objective is to understand how the investments we manage fit within your overall wealth.
Athletes signing a first professional contract
A career transition can change both your income and what you need from your portfolio.
We revisit the balance among growth, income, and liquidity as your circumstances evolve.
Your investment approach should reflect the life you want to build after competition.
A portfolio built for more than the next season
Pursue long-term growth
We invest with attention to the years and decades your wealth may need to support. Our flagship strategy, FortyOne U.S. Equity, combines fundamental research, technical analysis, and active risk management in pursuit of long-term growth.
Give downside risk ongoing attention
Preserving wealth deserves attention alongside growing it, especially when your strongest earning years may be limited. We monitor holdings, portfolio exposures, and market conditions, adjusting when warranted to keep risk aligned with your objectives and the life your wealth needs to support.
Keep money available for known needs
Taxes, living expenses, major purchases, and career transitions can create significant cash requirements. We consider those commitments when determining how much belongs in long-term investments and what should remain accessible.
Consider what you keep
In taxable accounts, we consider cost basis, unrealized gains and losses, and opportunities for tax-loss harvesting when appropriate. We coordinate with your tax professional where helpful so investment decisions reflect your circumstances.
Investment management that works alongside your team
You may already work with an agent, business manager, CPA, attorney, or other advisers.
FortyOne can take responsibility for your agreed investment mandate and coordinate with your authorized professionals. We establish clear roles and communication expectations so the investment work fits within the broader support around you.
We can manage your complete investment portfolio or provide a dedicated U.S. equity allocation.
A clear path to getting started
1. Tell us about your goals.
We discuss your current circumstances, earnings, existing investments, and what you want your wealth to make possible.
2. Define the investment approach.
We explain the proposed portfolio, risks, fees, and how we would work with you and your advisers.
3. Put the plan into action.
We guide onboarding and implementation, then manage the portfolio with ongoing attention to markets and changes in your life.
Questions Athletes Ask
Give today’s opportunity a lasting purpose
Your competitive career is one chapter of your life. The decisions you make during it canhelp create financial choices for the chapters ahead.
Let’s discuss how disciplined investment management can help you prepare.