How does the advisor help clients – Key Takeaways:
GreatPoint Investment Management, LLC is a leading financial advisory firm that provides expert guidance and support to clients in managing their wealth. With a philosophy centered around long-term financial planning, GreatPoint Investment Management, LLC is committed to helping individuals, families, and businesses achieve their financial goals.
At GreatPoint Investment Management, LLC, clients can benefit from a wide range of financial services, including investment management, retirement planning, risk management, tax planning, and more. With a team of highly experienced and knowledgeable advisors, the firm is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client.
GreatPoint Investment Management, LLC also prides itself on staying up-to-date with the latest market trends and constantly evolving its strategies to ensure clients are well-informed and positioned for success. With a focus on building long-term relationships, the firm is dedicated to helping clients navigate the complexities of the financial world with confidence.
Facts and Insights
GreatPoint Investment Management, LLC was founded in 2005 and has since grown to become a trusted name in the financial industry. With a team of over 50 advisors, the firm manages over $3 billion in assets for clients across the United States.
With its headquarters in New York City, GreatPoint Investment Management, LLC also has several other locations throughout the country to better serve its clients’ needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | Over 50 | 16 years (since 2005) |
Financial Services Offered
At GreatPoint Investment Management, LLC, clients have access to a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Wealth transfer and estate planning
- Tax planning
- Risk management
- Education planning
- And more
Client Types
GreatPoint Investment Management, LLC serves a diverse client base that includes individuals, families, and businesses. Clients can be assured that the firm will work closely with them to understand their unique needs and develop a customized financial plan that aligns with their goals.
Fees & Compensation
GreatPoint Investment Management, LLC believes in complete transparency with its clients, which is why all fees and compensation structures are clearly outlined and discussed prior to any engagement. Advisors at the firm are compensated through a combination of asset-based fees, hourly fees, and/or commissions, depending on the services provided and the client’s preference.
Background
GreatPoint Investment Management, LLC was founded by a team of industry experts who were passionate about helping individuals and businesses achieve financial success. With decades of combined experience and a commitment to ongoing education and professional development, the advisors at the firm are well-equipped to guide clients towards their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, GreatPoint Investment Management, LLC is committed to complying with all regulations and standards set forth by the Securities and Exchange Commission (SEC). Clients can rest assured that the firm operates with the highest level of integrity and always puts their clients’ best interests first.
Further information about GreatPoint Investment Management, LLC’s disclosures and compliance records can be found on the SEC’s Investment Advisor Public Disclosure website.