Pointone Family Office

PointOne Family Office manages investment portfolios and provides personalized investment advisory services tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and evaluates current investments against risk guidelines. PointOne Family Office utilizes a variety of analytical methods, including fundamental, technical, quantitative, charting, and cyclical analysis, alongside modern portfolio theory. Investment strategies include long-term and short-term trading, margin transactions, short sales, and options. The firm generally limits its investment advice to mutual funds, fixed income securities, real estate funds, exchange-traded funds, equities, hedge funds, private equity funds, commodities, alternative investments, and insurance products such as annuities. PointOne Family Office may also direct clients to third-party investment advisors to manage all or a portion of their assets. The firm serves individuals and high-net-worth individuals.