How To Get Started

Comprehensive asset management starts with a careful analysis of your financial situation. This allows us to develop an investment plan that incorporates all of your assets to achieve your financial goals. Setting up an investment plan requires an initial time commitment, but your plan starts saving you time once it is implemented. Here is how we develop your plan.

Initial Meeting

In the initial meeting we ask you about your goals and objectives, what services you are looking for, and your financial situation. We also outline our capabilities and discuss how they may benefit you. This is a no-obligation meeting. Contact us to schedule one.

Data Gathering

In order to formulate an investment plan, we gather information on your income and expenses, and your current investments. We also discuss your risk tolerance, investment objectives, and long-term goals.

Initial Investment Plan

Based on the information you supply, Pivot Point Advisors will create a comprehensive investment plan that is designed to align the allocation of your investable assets with your goals and risk preferences. You can be involved in this process as much or as little as you want. We generally meet at least once to discuss the plan and the rationale behind the various recommendations.

Implementation and Monitoring

We implement the initial plan by reviewing and adjusting the asset allocation in all of your accounts. Since both your personal situation and market conditions evolve constantly, we review your allocations several times a year or whenever your situation changes. We are always only a phone call away.

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