SERVICES

Element Pointe Advisors, LLC is an investment management and family office advisory firm. The firm is independently owned and operates as an SEC-Registered Investment Adviser. As a fee-only advisor, our goal is to provide objective advice free of outside influence.

Portfolio Management and Investment Advisory

Element Pointe serves as an investment advisor and portfolio manager for high net worth clients. As an independent advisor, we serve as a fiduciary for our clients, providing objective advice, an open-architecture investment platform, and sophisticated technology.

Chief Investment Officer

Element Pointe serves as a fiduciary and Chief Investment Officer to ultra-high net-worth families.

We recognize that these families have a unique set of needs. In addition to holding assets across many different entities, ultra-high net worth families often maintain many different banking, brokerage, and other custody relationships, and have significant private company interests and real estate holdings.

We understand the challenges of managing these many relationships and vast financial interests, and we are able to assist clients by providing:

  • Portfolio management and advice.
  • Account aggregation and consolidated reporting.
  • Cash flow and liquidity management.
  • Coordination of activities between tax and legal advisors, banks, brokerages, and trustees.

Note:  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Please refer to additional Important Disclosures.