we are here to
live bigger lives
we are free to
pursue our passions
we are destined for
joy
discover a
richer world

You are free to follow your passions—because investing is ours

Two Point Capital Management is an independent investment firm using a proprietary discipline of Value+Quality to create personalized portfolios of stocks and bonds, which are actively managed to your financial goals and risk profile.  

The Client Experience

We started this company to serve people who have worked hard to earn their money, and who deserve to have that money work harder for them. Our clients always come first, and not just because it’s our legal and fiduciary responsibility, but because it’s our company’s sole purpose.

The Two Point Difference

It starts with our proprietary investment approach based on the synergy created when value and quality are applied to investing. The experience and expertise of our people are at the core of a client-centric approach. Our performance speaks for itself. And, our values are written to embody a spirit of generosity and giving.

Discover a Richer World

At Two Point, we handle the worry and work of investment management so you can focus on the things in this world that are truly important to you. For many of our clients, it’s family and friends, travel, the arts, philanthropy…What’s yours?

Investor Intel & Insights

Although we pride ourselves in doing much of the hard work required in investing, we feel informed clients are typically more confident and successful investors. We are always open and available to share our own financial knowledge with everyone who wants to make wise decisions about his or her money

Estate Planning Beyond the Basics – Adopting a Mindful Approach

Seasonal change is often tied to critical reminders, such as pairing safety checks of your smoke detectors with the beginning and end of Daylight Savings. This same type of regular cadence can also be applied to your long-term financial, investing and estate planning.

Two Point Plus Feature Blog Post

Estate Planning Beyond the Basics – Adopting a Mindful Approach

Seasonal change is often tied to critical reminders, such as pairing safety checks of your smoke detectors with the beginning and end of Daylight Savings. This same type of regular cadence can also be applied to your long-term financial, investing and estate planning.

Stay Informed

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