Strategic Point Investment
Investment Company in Providence, RI
It seems strange to discuss that unless a financial services company is registered as a Registered Investment Advisor (RIA) it is not required to act in the finest interest of its customers. StrategicPoint's dedication to ethical wealth management is evident in our registering as an RIA. As such, we currently have a fiduciary duty to always put your financial interests above all else even our own and to disclose any conflicts. At every step of the wealth management process, we evolve strategies and clearly articulate recommendations based solely on what is most advantageous for you.
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Strategic Point Investment
read moreWhen my clients ask me for my 2021 Market Outlook, I gently laugh and say, "Well, let's hope it is more accurate than last year's." On January 6, 2020 I noted that the upcoming year would likely be a decent. One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and hearing the experiences of clients buying and selling homes, the housing market appears to be as.
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read moreStrategicPoint charges annually on the total assets under management, payable quarterly in arrears. For more specific details about our fee structure, see our Form ADVorcontact us to schedule a meeting. Advisors use the Form ADV to register as an investment advisor with the Securities and Exchange Commission (SEC). This is a legal document that ensures we are Registered Investment Advisors (RIAs). The Form ADV has three parts. Part 1 contains information about the advisor's business, ownership, affiliations, employees, etc.
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