Pivot Point Advisors' core business is asset management. We serve a variety of clients
ranging from institutions and families, who use our targeted strategies as a component
of their portfolios, to high net worth individuals looking for comprehensive asset
Pivot Point Advisors’ experienced team of PhDs, MBAs, and CFPs develops our proprietary
investment strategies and formulates our customized investment plans.
Pivot Point Advisors uses detailed data on investment risks and returns in addition
to information about your income, expenses, and assets to implement and maintain
your investment plan. This rational approach helps maintain the balance between
risks and returns as your situation and market conditions change.
Pivot Point Advisors uses Exchange Traded Funds, Mutual Funds, and individual securities
to implement investment plans. For the equity portion of client portfolios, we often
rely on our proprietary targeted stock strategies,
which offer a cost-effective and transparent alternative to mutual funds.