The best way to begin is a conversation. This will allow us to better understand your needs and how we might be able to help. Call Dan Dreiling (440-720-1104) to set up an appointment for a more in-depth consultation.
You can access the SEC website ( www.adviserinfo.sec.gov ) to obtain online information about North Point Portfolio Managers or any other Registered Investment Adviser, and to be sure it is legally registered as a fiduciary firm. Our unique identifying number on this site (CRD number) is 111257. All new clients are provided with a copy of our ADV Firm Brochure and it is also available upon request. This brochure provides information about the qualifications and business practices of North Point Portfolio Managers.
Our clients feel comfortable asking us questions on a myriad of issues! Our goal is to become our clients' trusted adviser, helping them make better decisions on more than just their investments. We are not experts in all situations, but can reach out to other professionals to obtain information as needed. We encourage our clients to bring their concerns to us and do our best to develop solutions as appropriate.
NORTH ❖ POINT
We manage more than $700 million of assets, for a broad spectrum of clients.
Our clients are similar in that they understand our approach to working with them in managing their investment portfolios and appreciate our accessibility and advice. They are committed to a long-term investment perspective and are not looking to "time the market". Our clients have had success in creating wealth, and look to us to help them build, manage and preserve their assets in a changing economic environment.
Many of our clients have asked similar questions before they decided to work with North Point. Our clients will tell you that we are uniquely qualified to partner with them in managing their assets. Our clients benefit from our portfolio management in many ways including: