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

Building Custom Portfolios Tailored to Your Needs