North Point Portfolio Managers

Providing trusted, fee only, investment guidance

for the Cleveland area since 1999

North Point Portfolio Managers

Providing trusted, fee only, investment guidance

for the Cleveland area since 1999

Registered Investment Advisors

For more than 25 years we have been a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. Established May 1, 1999, we proudly serve just over 270 clients and their families with over $749 million in assets under management. Our clients benefit from our over two decades of experience in investment management and financial advisory services.

We partner with a limited number of clients to provide personalized investment management designed to meet their unique goals. Our growth is fueled by referrals from satisfied clients, as well as trusted accountants and attorneys who value our clear disciplined investment approach.

Our Commitment to Clients:

Fiduciary Standard: We operate exclusively in our clients' best interests, always placing their needs first.

Regular Reviews: We conduct comprehensive client meetings on a quarterly basis to ensure ongoing alignment with financial goals.

Transparent Reporting: Our clear, concise reporting package provides a straightforward view of performance and progress.

Dedicated Support: Our responsive service team is committed to delivering prompt personalized assistance.