We place enormous value on our relationships with our clients. Our mission is to help you sleep well at night, knowing that you have the best possible management of your portfolio. But we recognize that the Two Point Approach is not for everyone, so we’ve created this overview so you can make a preliminary decision about “fit.”
Individualized money management with Two Point Capital brings many advantages for individual investors:
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.
Individual investors who will benefit most from a relationship with us are those who:
Long-term relationships with Two Point Capital generally begin at $1 million or more in investable funds.
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.
Learn more about the options for investing and money management in our Informed Investor Guide.