Frequently Asked Questions

Why should I trust you with my money?

Your assets are held by an independent custodian, not by North Point. We have discretionary authority only over how the portfolio is invested. The custodian also provides you with independent monthly statements itemizing all transactions in your account.
Our firm and our employees are not engaged in other financial industry activities and have no other industry affiliations.
Our own accounts, including our retirement plan, are invested in the same stocks as those in our clients' portfolios.
In support of our fiduciary responsibility to our clients, our firm's Code of Ethics sets forth high standards of business conduct that we require from our employees.

Why should I use an investment adviser? Can't I just invest my money on my own?

Many of our clients have asked similar questions before they decided to work with North Point. Our clients will tell you that we are qualified to partner with them in managing their assets. Our clients benefit in many ways including:

Expertise - we have the education and experience to make informed decisions regarding portfolio management.
Emotion - we have been doing this a long time and we understand and expect market corrections so we do not react emotionally to isolated events. We are in this for the long term and are confident of our ability to guide clients through turbulent market times.
Resources - we use unique analytic tools to evaluate market offerings. Our experience, and the time taken to investigate potential portfolio positions, would be difficult for the casual investor to duplicate.

Can you help with other questions besides investments?

You will feel comfortable asking us questions on a myriad of financial issues! Our goal is to become your trusted partner, helping you make better decisions on more than just investments. We are not experts in all situations, but can reach out to other professionals to obtain information as needed. We encourage you to bring your concerns to us and we will do our best to develop solutions as appropriate.

How can I verify your credentials and view your Form ADV?

You can access the SEC website at www.adviserinfo.sec.gov to obtain online information about North Point Portfolio Managers or any other Registered Investment Adviser. Our unique identifying number on this site (CRD number) is 111257. All new clients are provided with a copy of our ADV firm brochure and it is also available upon request. This brochure provides information about the qualifications and business practices of North Point Portfolio Managers.

How do we get started?

The best way to begin is with a conversation. This will allow us to better understand your needs and how we might be able to help. Call Dan Dreiling at 440-720-1104 or email him at ddreiling@northp.net to set up an appointment for a more in-depth consultation.