North Point Portfolio Managers

Personalized investment solutions designed around your financial goals

North Point Portfolio Managers

Trusted fee-only investment guidance in the Cleveland area since 1999

North Point Portfolio Managers

Helping you navigate today's priorities, while shaping your financial future and a lasting legacy

North Point Portfolio Managers

Putting client interests first is our fiduciary duty

North Point Portfolio Managers

Start building a lasting financial partnership today

North Point Portfolio Managers

Make an appointment to visit our offices at Pinecrest

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 currently serve 270 clients and their families and manage over $749 million in assets. Our clients benefit from more than 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.