Investment Management

The Problem

Investors do not understand their fee structures and are frustrated by poor service and lack of attention.

The Solution

StrategicPoint Investment Advisors provides wealth management and investment advisory services tailored specifically to your goals, needs and time horizons on an easy-to-understand fee-basis.*

The Benefits

• A Customized PROACTIVELY managed investment portfolio, which can provide peace of mind that dedicated professionals are paying careful attention to your portfolio
• PROACTIVE Retirement Management Services allows your financial team to seamlessly incorporate the management of your employer-sponsored retirement plan into your overall financial and investment planning
• Unlimited Access to a dedicated advisor for all of YOUR financial questions
• Annual meeting with your advisor to review your portfolio, discuss any financial changes and address any planning concerns you may have
• Weekly email correspondence from StrategicPoint, detailing our commentary on the current markets and any significant changes to your portfolio models
• Quarterly client updates
• Access to periodic Client Conference Calls with our President and CEO, with options to ask questions in real time

The Process

• Register online or call 1-800-597-5974
• Complete a risk assessment and financial planning questionnaire so we can understand your financial planning goals and determine your risk tolerance
• StrategicPoint Investment Advisors will do the rest! Monitor your performance on your personalized web page

The Cost

Up to 1.5% annually of the total assets under management, payable quarterly in arrears.

Take care of all your financial needs with unbiased, professional advice!

*Clients are responsible for all transactional and ticket charges, including account maintenance fees and termination fees, if applicable. These fees and expenses are separate and distinct from any investment management or other advisory fees charged by SPIA. The use of SPIA’s affiliated broker-dealer, StrategicPoint Securities, to execute transactions on behalf of Client may result in additional compensation to SPIA as described in the Advisory Agreement and ADV Part II.