Investment Managment | The Point Financial Group

Helping you preserve and grow your assets as you pursue the goals that are most important to you, your family or your business is the very core of our investment philosophy. As independent advisors, we have access to a full array of non-proprietary financial products, resources and investment research used to develop your customized investment strategy.

Strategic Investment Strategies

Our team approach to investment advisory and wealth management services aims to ensure you benefit not only from our collective experience, but the many perspective and specialized knowledge our individual team members bring in constructing and managing your portfolio. We create an investment strategy¹ tailored to your specific objectives that seeks to ensure your assets are strategically allocated, diversified and managed over time, based on your needs, goals, and risk tolerance.

An Emphasis on Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing our model portfolios. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

We have access to a full array of financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed:

Cash & Banking Solutions

Insured Cash Accounts
Money Market Sweep Programs
Premier Plus Check Writing
Margin Capabilities
Security Based Lines of Credit
LPL Financial Visa Credit Cards

Fixed Income Securities

Brokered Certificates of Deposit
Corporate Bonds
Municipal Bonds
Treasuries, CMO, & Agencies
Structured Income Products
Exchange Traded Notes
Fixed and Immediate Annuities

Equity & Alternative Investments

Individual Stocks
Mutual Funds
Exchange Traded Funds
Closed-ended Funds
Unit Investment Trusts
Variable Annuities
Real Estate Investment Trusts
Business Development Companies

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Tax Strategies

Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and real estate taxes, among others, can take a toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to manage tax-efficient strategies in line with working toward your overall financial goals.

We are always happy to work with your CPA or other tax professionals, or refer you to professionals we work with on a regular basis. This can help to ensure your tax planning needs are fully addressed across all aspects of your finances, including year-end planning and estate planning.

No strategy including asset allocation or diversification ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.

Alternative Investment Strategies include hedge fund strategies, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), and oil and gas partnerships. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Tax services are not offered by LPL Financial or The Point Financial Group. You are under no obligation to use any professional referrals provided to you.

Investment Management