Investment Management

Helping you preserve and grow your assets as you pursue the goals that are most important to you, your family or your business is the very core of our investment philosophy. As independent advisors, we have access to a full array of non-proprietary financial products, resources and investment research used to develop your customized investment strategy.

TPFG Strategic Investment Portfolios

Our team approach to investment advisory and portfolio management services helps to ensure you benefit not only from our collective experience, but the many perspectives and specialized expertise our individual team members bring in constructing and managing your portfolio. We have developed and manage our own model portfolios, The Point Financial Group (TPFG) Strategic Investment Portfolios, which enable us to create an investment strategy tailored to your specific objectives that seeks to ensure your assets are strategically allocated, diversified and managed over time, based on your needs, goals and risk tolerance.

An Emphasis on Due Diligence

LPL Financial’s open-architecture investment platform and stringent due diligence provide us with access to a universe of top industry talent to select among in constructing our model portfolios. The LPL Financial Research team employs a strict, highly disciplined investment manager screening process that results in a recommended list of select, leading industry separate account managers. Managers on the recommended list must continue to meet strict criteria over time to remain on the list.

We have access to a full array of financial products and services as we work with you to help ensure your assets are strategically allocated, diversified and managed:

  • Cash and money market funds
  • Municipal, treasury and corporate bonds
  • Domestic and international stocks
  • Mutual funds
  • Exchange Traded Funds (ETFs)
  • Fixed and variable annuities
  • TPFG Strategic Investment Portfolios
  • Strategic Asset Management (SAM)
  • Model Wealth Portfolios (MWP)
  • Alternative investments*

* Alternative Investment Strategies include hedge fund strategies, managed futures vehicles, structured products, equipment leasing partnerships, real estate investment trusts (REITs), and oil and gas partnerships.

No strategy ensures a profit or protects against loss. Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.