Targeted Investment Strategies
We offer Targeted Investment Strategies to clients who are looking for a transparent
and cost-effective alternative to mutual funds. These strategies also provide the
stock market component for clients who subscribe to our Comprehensive Asset Management
Pivot Point Advisors uses third party custodians like Charles Schwab or Bank of
New York to hold client assets. This ensures that clients have full control. The
custodians report all transactions, charges and holdings directly to the client.
Pivot Point Advisors can invest the assets, but moving or withdrawing them requires
written instructions from the client.
Pivot Point Advisors relies on a scientific analysis of historical data and current
market conditions to identify investment opportunities. This rational approach tends
to reduce our exposure to market segments that are in the process of forming a bubble
while allowing us to identify opportunities in sectors that are out of favor.
Pivot Point Advisors emphasizes proactive communications. We keep clients informed
with monthly market commentary and account specific performance reports. A partner
is always available to answer your questions.