North Point Portfolio Managers Corporation is a Registered Investment Advisor with the S.E.C.  We provide discretionary investment management services for individuals, qualified retirement plans, trusts, endowment funds and business entities, in accordance with the investment objective(s) of the client on a fee only basis.

We use the proprietary Credit Suisse HOLT CFROI® valuation model, to gain a perspective on a business firm’s internal operations, GAAP financial statements, and the stock market’s valuation of expected economic performance.  The principals of North Point have used the HOLT® methodology since 1991.

We believe in owning a well diversified portfolio of approximately 40 stocks and are neither a growth stock manager nor a value stock manager.  Our clients’ stock portfolios include both value and growth stocks.  Similarly, they include large cap, mid cap and small cap stocks.

Although our sole business is managing personal, retirement and endowment monies, we can coordinate our clients’ other financial considerations by working closely with their other advisors.