The StrategicPoint Difference
StrategicPoint helps clients with investable assets between $250K and $5M achieve their financial goals by proactively managing assets to mitigate risk and maximize returns.
We Practice Dynamic Wealth Management
StrategicPoint utilizes tactical asset allocation that relies on an ongoing comprehensive analysis of global economic and market conditions, allowing us to manage on a proactive basis.
Our Process is Simple
- Schedule a Meeting
The first step is to call us at 1-800-597-5974 to schedule an appointment with one of our advisors. You may also contact us here.
- Risk Assessment and Planning Questionnaire
To better understand your risk tolerance, investment goals and financial planning needs, you will need to complete two brief questionnaires in preparation for our meeting. You can find these forms online here.
- Initial Meeting
The first meeting is our chance to listen to you and fully understand what you want to achieve. The information we obtain will indicate whether you could benefit from our Financial Check-Up, or a more comprehensive financial analysis of your situation. If we believe you are on the right track, no further action is necessary.
- Presentation Meeting
During the presentation, we provide a clear and concise analysis of your financial life, identifying both strengths and weaknesses. Additionally, we will provide you with a customized investment policy statement ("IPS"), which outlines your investment objectives and risk tolerance. Finally, we will provide solutions, including investment recommendations, to help you achieve your financial goals. At this point, you may choose to engage our Investment Management services.
- Pre-implementation Meeting
If Investment Management is appropriate for your situation, we will meet with you to discuss your investment structure and answer any remaining questions you might have before implementation.