Providing objective advice,
free of outside influence…

We are 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.

Strategic Solutions Overview

Portfolio Management & Advice

We leverage our investment expertise and access to world-class research and technology to provide our clients with customized portfolio management and service. We are true advisors, not product salespeople. Our “fee-only” business model allows us to more closely align our interests with our clients’ goals, and better enables us to be balanced, objective and transparent in our advice. Furthermore, we are not limited to proprietary investment vehicles and funds to manage your portfolio. Instead, Element Pointe utilizes an open-architecture investment platform to provide you with a portfolio tailored to your specific needs.

Account Aggregation & Consolidated Reporting

Our firm utilizes a robust software platform that is easy to navigate, has the capability to track exposures across a portfolio, and can efficiently generate customized reports. The aggregation of data across multiple custodians, legal entities and accounts empowers both our firm and our clients to see the complete picture and make more informed investment decisions.

Cash Flow & Liquidity Management

High net worth individuals and families have unique cash flow and liquidity management needs. Element Pointe Advisors seeks to ease the burden of managing liquidity by strategically thinking through the dynamic cash flow considerations and evolving needs of our clients, and providing advice across both sides of their balance sheet.

Coordination of activities between tax & legal advisors, banks, and trustees

Element Pointe orchestrates the various parties involved in the management of wealth with the goal of making the process as seamless for our clients as possible.

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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.

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Client Login

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