We are fiduciaries, not sales people who are paid on commission. Our fiduciary duty requires putting our clients' interests ahead of our own, and acting loyally, in utmost good faith and with due care.
We have chosen to do things a bit differently than other registered investment advisors.
We believe that bigger does not mean better.
North Point Portfolio Managers consists of three portfolio managers, one investment analyst and four portfolio assistants. We limit the number of client relationships to approximately 300 in order to best serve each and every client.
Our approach to managing client investments has proven successful over time, using a consistent process of valuation. Our analysis and assessment of stocks and bonds has been instrumental to the growth of our clients' portfolios. Despite market volatility in the years since the firm's inception in 1999, persistence in our strategy has resulted in long term out-performance.
Our client portfolios are free of unnecessary influence from creators and distributors of complex or sophisticated financial products. We invest in individual stocks and bonds. This transparency allows our clients to easily understand how their money is working for them.
As our client, you are the core of our business and we are committed to your satisfaction. From the first meeting we begin to know you and understand what is important to you. Over time we hope that confidence in our abilities translates into comfort, allowing you to focus on what YOU enjoy doing.
Service and Support
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