Philosophy

Objectivity

Pivot Point Advisors receives no commissions from any investments we recommend. As a fee-only firm we focus on the client's best interests, not on the investment vehicles that pay the highest commissions. This enables us to provide objective advice.

The Analytical Approach

Pivot Point Advisors takes an analytical and systematic approach to asset management. Financial decisions should be based on objective criteria, not on opinions, guesswork, or the latest media stories. Our goal is to provide clients with reliable, consistent, and unemotional investment advice.

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Quantitative Stock Strategies

Pivot Point Advisors' quantitative stock strategies provide a liquid and transparent way to invest in the stock market. This approach has several advantages:

Trading is disciplined and objective

Good quantitative strategies have a robust and sustainable edge. Trading decisions are based on rational criteria, not market psychology or the portfolio manager's mood.

Risk management is simple

Our quantitative portfolios typically contain between 15 and 40 equally weighted positions. We ensure that typical sector exposures do not exceed 30%. This simple but effective approach to risk management ensures that company and sector risks are mitigated through diversification.

Research is testable

The performance of quantitative strategies can be analyzed to determine which criteria are effective. Discretionary strategies are not similarly testable.

Discipline and consistency are arguably the most important ingredients in any long-term successful stock strategy. Any strategy will go through periods of good performance and periods when it is out of sync with the market. Our approach provides the discipline to weather periods of underperformance and to maintain rationality during times of strong performance.

Strategy Performance...

Frequently Asked Questions...