Asset Management
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.