Investment Bank/Securities Brokerage - Pittsford, NY, US
Two Point Capital is a true investment management firm. We are expert at evaluating and understanding risk of all kinds, and at developing the insight that leads to discovering hidden opportunities. Your portfolio manager is a Chartered Financial Analyst® (CFA) with rigorous training and real-world expertise in economics, business, and financial markets. We perform our own research and make our own decisions about the individual stocks and bonds in your portfolio. We have developed a defined investment approach, Value+Quality™ over 30 years. We are extremely disciplined in this approach. This makes it possible for you to understand and commit to a long-term investment strategy that makes sense to you. We don't fly blind and neither will you. We are a values-based firm, we do what's right. There are plenty of skilled money managers in the world. But company founder Jack McGowan started his own firm because he wanted not just to do it well, but to do it differently. We offer customized investment strategies and levels of risk depending on what you're trying to achieve, the timeframe you have to save and invest, and the amount of risk that lets you sleep comfortably at night and live a richer life during the day. We have an audited track record spanning 16 years, so even though the next year will be different, you can have a sense of our performance over time. We are open and transparent. Your funds are on deposit with a third-party custodial institution (such as Fidelity or Vanguard). We have no authority to do anything with them except invest them, and we don't invest them in non-liquid vehicles. The custodian provides you with monthly statements and easy visibility into your holdings. You don't have to worry that we are your next Bernie Madoff nightmare. Our fees are fair, and simple, and never exceed 1% of your portfolio. We offer lower fees for portfolios that exceed $1 million. Please visit our website at twopointcapital.com
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