If the world of investment advisors feels like alphabet soup to you, you are not alone

You’ve seen the strings of letters that show up after investment advisors’ names—CFP, CLU, ChFC, CLTC, XYZ. Okay, we made that last one up. With the aggressive deregulation of financial markets over the last several decades, many companies—including banks and insurance companies—have hung out shingles as investment companies, despite the fact that investing has never been their specialty. Not one of those certifications above indicates specific education or training in making buy and sell decisions on investments. So…buyer beware.

If you need an investor, you should hire an investor. Not an accountant or a broker or a planner or a sales person. Hire an investor.

— Jack McGowan, Two Point founder and CEO

The Chartered Financial Analyst®

The Chartered Financial Analyst (CFA) designation is the one certification that indicates expertise in making investment decisions. It is globally considered to be the premier investment management designation in the financial industry. It requires at minimum three years of independent study and board exams. Pass rates for each exam are less than 50% and only one in five candidates will pass all three. Two Point Capital Management founder and CEO Jack McGowan earned his CFA designation in 1989 and has served as President and Board member of his local chapter of the CFA Society.

Jack was educated as an economist, and before launching Two Point Capital Management in 2004, worked for several of the leading investment management firms in the Rochester area.

What makes Two Point Capital different

  • True investment management, not a pre-packaged product or broker selling you someone else’s service
  • Proprietary Value+Quality™ approach maximizes two time-tested philosophies and is designed to deliver performance in good times and in bad
  • Original bottoms-up research into the companies we invest in
  • Your portfolio calibrated to your goals and risk tolerance, so you can sleep at night
  • 16-year audited track record of results
  • Straightforward, fee-only compensation

Are we the right fit?

Most clients of Two Point Capital are looking for a relationship with a Chartered Financial Analyst® (CFA®), want an investment strategy they can have confidence in over the long term, and have $1 million or more in investable funds. Sound like you? We would welcome the opportunity to meet with you.

There is no cost or obligation, and we will never share your contact information with anyone.

Let’s connect

We can talk on the phone, meet for a cup of coffee, or set up a formal meeting. Your call. But let’s connect soon.

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