Portfolio ManagementThe Problem
Investors may not understand their fee structures and may be frustrated by poor service and lack of attention.
The Solution
StrategicPoint Investment Advisors provides portfolio management and financial planning 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
• Access to periodic Client Conference Calls with our Managing Directors, with options to ask questions in real-time
The Process
• Register here 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.
StrategicPoint Investment Advisors, LLC is a federally registered Investment Advisor and is affiliated with StrategicPoint Securities, LLC, a federally registered broker-dealer and FINRA/SIPC member |