TwoPoint


For individuals : is the Two Point Approach right for you?

The best way to determine if our approach is appropriate for you is to meet with us. We are always happy to spend itme understanding your life and financial goals and explaining our specific approach to investment management. Contact us for an exploratory discussion. In the meantime, we invite you to read more about our services for individual investors.

The benefits

Individualized money management with Two Point Capital brings many advantages for individual investors:

  • You choose a specific investment strategy.
  • You get to know your portfolio manager.
  • You have confidence that your funds are being managed as promised.
  • Because compensation is fee-based, you're assured that investments are chosen solely for their merit, not because of hidden commissions or other biases. Our only loyalty is to you and the growth of your money.

 

The considerations

But working with Two Point Capital Management is not for everyone. We execute our approach aggressively, with a focus on continuously improving the mix of stocks in your portfolio. This can make for significant swings and rapid changes in your holdings. Read more about our approach and our investment strategies.

The checklist

Individual investors who will benefit most from a relationship with us are those who:

  • Prefer to delegate responsibility of managing all or a portion of their investments to a portfolio manager rather than handle it themselves
  • Are confident about their ability to choose a portfolio manager, based on trust in the investment approach, for a long-term relationship
  • Have a significant desire to see their funds grow
  • Are comfortable with a more aggressive approach to investment management, which can include a high level of trading activity in their accounts
  • Are able to invest at least $100,000

 

We will complete a detailed assessment of your investment objectives, financial circumstances and risk tolerance. Together we can determine if the Two Point Approach is right for you.

Call us at 585.586.5529 or to set up an exploratory consultation.