Asset Management

Pivot Point Advisors' core business is asset management. We serve a variety of clients ranging from institutions and families, who use our targeted strategies as a component of their portfolios, to high net worth individuals looking for comprehensive asset management.

Our Expertise

Pivot Point Advisors’ experienced team of PhDs, MBAs, and CFPs develops our proprietary investment strategies and formulates our customized investment plans.

Our Discipline

Pivot Point Advisors uses detailed data on investment risks and returns in addition to information about your income, expenses, and assets to implement and maintain your investment plan. This rational approach helps maintain the balance between risks and returns as your situation and market conditions change.

Targeted Strategies

Pivot Point Advisors uses Exchange Traded Funds, Mutual Funds, and individual securities to implement investment plans. For the equity portion of client portfolios, we often rely on our proprietary targeted stock strategies, which offer a cost-effective and transparent alternative to mutual funds.