Matchpoint Capital Management, LLC

Matchpoint Capital Management helps clients reach their investment goals by focusing on their risk tolerance and objectives. They customize portfolios using mutual funds, exchange-traded funds, closed-end funds, and individual stocks. Their approach involves allocating assets across various sectors and asset classes, using a top-down approach based on broad economic conditions. They offer growth, growth/income, and income portfolios. They make investment decisions with or without client consultation, depending on the agreement.