At North Point Financial Advisors, we offer our clients two great options: Having their account managed in house in one of our proprietary, risk-controlled portfolios, or choosing from among more than 250 institutional-quality portfolio managers.

Our proprietary strategy, the “Low-Risk Growth” portfolio, is available exclusively to clients of North Point Financial Advisors. There are three key features of our Low-Risk Growth Portfolio:

• Designed to limit risk while providing plenty of upside opportunity and enhanced income.
• Goal of generating more consistent positive returns in both rising and falling markets.
• Transparency and liquidity. Mark-to-market accounting means you have an accurate, up-to-the-minute report on your account value and your funds are easily accessible at all times. No “lockup” periods.

While we are very proud of our management services and our outstanding track record, we realize that some clients want to consider all of their alternatives. With that in mind, we also work with more than 250 institutional-quality money managers, all of whom are at the service of our clients. From aggressive growth to very conservative, income-oriented strategies, we can help with the selection and evaluation of the right portfolio management strategy for you.