Wealth Management Services
Investment Management
Making investment decisions can be stressful. Work with licensed financial professionals to navigate tough decisions and adjust to changing conditions in the marketplace.
How do you measure success?
When evaluating the overall success of an investment strategy, factors like risk tolerance, tax efficiency and consistency of returns are often overlooked. At CenterPoint, all of our portfolios are built with these elements in mind. We are fundamental investors who construct portfolios designed to produce long-term results. We are not momentum traders or speculators who are focused on attempting to time short-term swings in the markets.
As a quality-driven team of independent investment advisors, our sole focus is to manage a portfolio that aligns with your unique situation and goals.
Our Philosophy
We work to add value over the long-term with a disciplined and diversified strategy. Our goal is to deliver consistent growth while managing levels of risk and optimizing tax efficiency.
We believe that a portfolio built with active managers can outperform passive index funds over full market cycles, with lower volatility and risk.
We believe that with rigorous research and due diligence, we can identify managers who will consistently outperform their peer group over long-term timeframes.
We select active managers who exhibit conviction in their selection of the securities of high-quality companies.
Our Approach
Gather information
Address specific client needs and objectives
Assess risk tolerance
Review market insights and economic research
Construct client-focused investment portfolios
Services
Portfolio assessment and investment strategy development
Money manager selection and evaluation
Monitoring of investment portfolio
Detailed performance reporting
Secure online portal for on-demand access to current information
Financial Planning
Manage your assets and plan for the future. Work with our advisors to implement a long-term financial strategy that fits your individual goals and circumstances.
Designed to meet your unique needs
Our clients each utilize different services depending on their unique circumstances, which means everything we do is tailored to you and your family.
Our team also offers individual and small business tax preparation services. If we’re not providing this service for you, we will assist you and/or your CPA by providing portfolio summary schedules of income, capital gains and expenses needed to complete investment-related parts of your income tax returns.
Services
Income tax planning
Estate planning
Insurance consulting
Retirement planning
College education funding
Cash flow analysis
Family Office Services
Our team is specially-equipped to provide comprehensive services to ultra-high-net-worth families, bringing a wealth of perspective and experience when it comes to highly-complex financial matters, family relationships and governance issues.
Who handles family matters when it matters?
Turn to us to manage, monitor and provide advice on a multitude of financial matters. Family Office is for ultra-high-net-worth families who are looking for an even higher level of involvement from their advisors. As a family office, CenterPoint takes the lead as “Family CFO” in developing and managing a detailed strategy that touches all areas of financial management. The result: a level of expertise that you’d expect from a larger firm, combined with extensive family office experience and unmatched, personalized service.
We work with you and your trusted advisors – attorneys, trustees, insurance agents and beyond – in the efficient and integrated management of your financial affairs.
Services
Investment management
Accounting services
Income tax planning and preparation
Estate tax planning
Trust planning and administration
Coordination of banking, legal and insurance relationships
Bill-paying services
Compilation of financial statements
Cash flow forecasts
Insurance consulting