Our client portfolios are free of unnecessary influence from creators and distributors of complex or sophisticated financial products. We only invest in individual stocks and bonds. This transparency allows our clients to easily understand how their money is working for them.
We believe that bigger does not mean better. North Point consists of four portfolio managers and four assistants. We limit the number of client relationships in order to best serve each and every client.
Our approach to managing client investments has proven successful over time using a consistent process of valuation. Our analysis and assessment of stocks and bonds has been instrumental to the growth of our clients' portfolios. Despite market volatility in the years since the firm's inception in 1999, North Point's persistence in our strategies has resulted in long term out-performance.
NORTH ❖ POINT