About

As a fiduciary, Pointe Capital is 100% independent and 100% dedicated to serving our clients’ interests.

Our Modern Approach to Traditional Investing incorporates the enduring principles that investors have relied upon for generations, with modern insights investors need in a fast-moving, rapidly changing world.

As a registered investment advisor operating under the SEC, we apply a team-based, client-centered approach to help clients achieve their goals - today and for generations to come.

Our Culture Our business is all about people.

The people we serve and the people we work with expect and deserve to be treated with integrity, transparency, and respect. In an industry that too often focuses on transactions, we work hard to build relationships that endure.

Meet the Team

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Jeffrey C. Huebner, CFA

Chief Executive Officer

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Elizabeth S. Ottaway, CFP

Managing Director

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Susan M. Doughty

Director of Administration

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Charles P. Huebner

Chairman

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James L. Carroll, CFA

Managing Director,
Senior Portfolio Manager

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Heather S. Williams, CFA

Director of Investments

Start Your Journey to Financial Success

Discover the power of modern investing with Pointe Capital.