Manage Wealth
At Pointe Capital, our mission is to preserve and grow the value of our clients’ assets over time with thoughtful, disciplined and fully transparent investment stewardship. We do that by observing a process we’ve developed over the course of the last 30+ years.
- We get to know you. Every one of our clients is different. We honor those differences by taking the time to really know you, your financial situation, your relationship with money, and what financial success looks like to you.
- We dig into the details. Some of our clients have remarkably complicated financial lives, we work with them to closely examine all they’re willing to share with us, so our recommendations will serve them and their families from a holistic perspective.
- We pay attention. Part of any new relationship with a wealth management firm calls for an assessment of the client’s tolerance for risk. We’ve learned over the years that peoples’ tolerance changes depending on a wide variety of circumstances. We’re not interested in checking boxes. We’re interested in truly knowing you in all of life’s ups and downs.
- We make the complex simple. While it’s true that financial markets, economies and investment choices are extremely varied and complicated, there are fundamental principles affecting them all. By sticking to these principles, we help Pointe Capital clients stay focused on the things that really matter.
- We are an open book. As a client of Pointe Capital, you will always know exactly where you stand. Our investment process, portfolio recommendations and trading activity are all backed by a rigorous process developed over lifetimes of work in the financial markets. You deserve to know how you’re investing and why. At Pointe Capital, you always will.
- We are discreet. Our clients value their privacy. We approach every relationship with respect and exclusivity. Our systems and processes are purpose-built to protect client information.
Invest Intelligently
With decades of experience with some of Wall Street’s most admired companies, few firms of Pointe Capital’s size can match our expertise at manager selection, asset allocation, portfolio design and portfolio management. Our portfolios are purpose built and continually monitored for manager performance, low cost, and benchmark-beating performance.
Lead Your Team
As the quarterback for your team of financial partners, Pointe Capital collaborates and communicates with Estate Attorneys, CPAs and other financial professionals to ensure that your financial life is aligned and in sync.
