Our Asset Management Approach

Pivot Point Advisors takes the time to get to know the client. No two clients are the same, so no two investment recommendations are the same. Each investment plan is tailored to fit the client’s net worth, liquidity needs, risk tolerance, and similar considerations.

Discipline

Consistency is probably the most important component of long-term investment success. Our scientific approach helps us maintain discipline in all market environments. It keeps us from over-investing in market segments that are forming bubbles and it helps us recognize opportunities in sectors that are struggling.

Risk Management

Our asset allocation is designed to mitigate the most important risks. For assets that will be consumed in the next few years, we focus on preserving the principal, but for assets that can be invested for longer periods we attempt to preserve the buying power by investing in more volatile instruments with higher long-term returns.

Trust

Pivot Point Advisors’ services are only available for managed accounts to ensure that clients have complete transparency. Client funds are held in a separate account at an independent third party custodian (e.g. Charles Schwab, Fidelity, etc.). The custodian reports all transactions, charges and holdings directly to the client. Pivot Point Advisors allocates the assets, but is unable to move or withdraw them without written instructions from the client.