Building Custom Portfolios Tailored to Your Needs
Discover what truly custom asset management means for you.
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:
Is your time horizon 1-7 years or 30+ years?
How much risk are you able to take on?
How can we help minimize your tax bill?
When do you plan on retiring?
We start by talking through your goals, needs and current circumstances so that we can get to know the complete picture.
After we have a grasp of your situation and goals, we will create a portfolio that is unique to you.
We monitor your portfolio's performance so that we are on top of any unusual activity.
As your goals and objectives change over time, we will update your portfolio to reflect these changes.