Building Wealth is Our Common Ground
We understand that most individuals cannot easily replace their wealth. The same is true for most foundations and endowments. Our approach is designed to protect your life savings or charitable funds while building the real value of your portfolio over time.
Our experience shows that a common sense, well-planned approach works best. It has taken a lifetime – or more – to build your wealth; you shouldn’t have to spend another one worrying about it.
An integrated financial and investment plan means an asset allocation tailored to your circumstances and attitude toward risk.
Global Point Investment is independently managed. Our principals invest alongside clients, directly aligning our interests with our clients’ long-term investment success. We take pride in our integrity and independence.