How do you define rich?
We define it as having the means and time to pursue what matters most to you. Be that refilling your nest, exploring new ideas, protecting your family's future or doing good in the world. Our goal is simple. To turn capital into confidence, and short-term volatility into long-term opportunity.
Stewards of rich™

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.

Money’s the least of it

Yes, money is indeed a measure of a richer world. But cultivating a life of meaning and joy matters, too.

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

Making sense of market cycles in chaotic times

Reading the financial news these days is anything but comforting. Interest rates are rising. Recession talk is increasing. Employment rates are high but whispers of layoffs are growing louder. Economic data and corporate earrings may point to a healthy business cycle, but throw Ukraine, oil prices and China into the equation and it’s anyone’s guess.

Amid the uncertainty and conflicting narratives, we think it’s a good time to talk about how market cycles interact with investments and our portfolio management decisions, in hopes of simplifying, clarifying, and helping you sleep better tonight.

Two Point Plus Feature Blog Post

Making sense of market cycles in chaotic times

Reading the financial news these days is anything but comforting. Interest rates are rising. Recession talk is increasing. Employment rates are high but whispers of layoffs are growing louder. Economic data and corporate earrings may point to a healthy business cycle, but throw Ukraine, oil prices and China into the equation and it’s anyone’s guess.

Amid the uncertainty and conflicting narratives, we think it’s a good time to talk about how market cycles interact with investments and our portfolio management decisions, in hopes of simplifying, clarifying, and helping you sleep better tonight.

Stay Informed

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