One-size-fits-all is a concept that just doesn't work with asset management- you are unique and your portfolio should reflect that. At Point 32 Investment Partners, we pride ourselves on building relationships with each of our clients so that we can create and customize a diversified portfolio that takes their specific circumstances and needs into consideration.

When customizing portfolios, we take numerous factors into consideration including but not limited to:

Timelines

Is your time horizon 1-7 years or 30+ years?

Risk Tolerance

How much risk are you able to take on?

Tax Efficiency

How can we help minimize your tax bill?

Retirement

When do you plan on retiring?

Our Process

Meet

We start by talking through your goals, needs and current circumstances so that we can get to know the complete picture.

Implement

After we have a grasp of your situation and goals, we will create a portfolio that is unique to you.

Analyze

We monitor your portfolio's performance so that we are on top of any unusual activity.

Review & Refine

As your goals and objectives change over time, we will update your portfolio to reflect these changes.

Asset Management FAQs

What is asset management?

Asset management is the professional management of investments and financial assets on behalf of individuals, families, businesses, and institutions. Asset management services typically include portfolio construction, investment monitoring, risk assessment, and ongoing adjustments to help align investments with an investor's financial goals.

How does asset management differ from financial planning?

Financial planning takes a comprehensive look at your entire financial picture, including retirement planning, estate planning, tax strategies, and cash flow management. Asset management focuses specifically on managing investment portfolios and making investment decisions designed to support your long-term objectives.

Who can benefit from professional asset management services?

Individuals, families, retirees, business owners, and high-net-worth investors can benefit from professional asset management. Whether you're growing wealth, preparing for retirement, preserving assets, or creating an income strategy, an asset manager can help develop and maintain an investment portfolio tailored to your needs.

What does an asset manager do?

An asset manager evaluates your financial goals, risk tolerance, and investment timeline to create and manage a diversified portfolio. Responsibilities often include investment selection, portfolio monitoring, rebalancing, risk management, and ongoing strategy reviews.

How often should an investment portfolio be reviewed?

Most portfolios should be reviewed regularly, especially when market conditions change or significant life events occur. Professional asset management typically includes ongoing monitoring and periodic reviews to help ensure investments remain aligned with your goals and risk tolerance.

Building Custom Portfolios Tailored to Your Needs