We place enormous value on our relationships with our clients. Our mission is to help you sleep well at night, knowing that you have the best possible management of your portfolio. But we recognize that the Two Point Approach is not for everyone, so we've created this overview so you can make a preliminary decision about “fit.”
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You can’t outperform the market by doing what everyone else does.
Jack McGowan
The benefits
Individualized money management, with nothing in the way.
Five ways a relationship with Two Point Capital works differently for individual investors.
Choose your strategy
A specific investment strategy, selected to fit your goals.
Know your manager
A direct relationship with the portfolio manager handling your funds.
Know how it’s managed
Confidence that your funds are being managed as promised.
Fee-based, not commission-driven
Investments are chosen on merit, not hidden commissions or other biases. Our only loyalty is to you and the growth of your money.
Straightforward fees
1% of your first million under investment, less than that for additional funds.
The considerations
Not for everyone. On purpose.
Working with Two Point Capital Management® is not for everyone. We execute our approach aggressively, with a focus on continuously improving the mix of stocks in your portfolio. This can make for significant swings and rapid changes in your holdings. Read more about our approach and our investment strategies.
The checklist
Who this works for.
Individual investors who will benefit most from a relationship with us are those who:
Delegate
Prefer to hand all or a portion of their investments to a portfolio manager rather than handle it themselves.
Trust
Are confident about their ability to choose a portfolio manager, based on trust in the investment approach, for a long-term relationship.
Growth
Have a significant desire to see their funds grow.
Long-term relationships with Two Point Capital generally begin at $1 million or more in investable funds. We will complete a detailed assessment of your investment objectives, financial circumstances, and risk tolerance. Together we can determine if the Two Point Approach is right for you. Request a copy of our Informed Investor Guide.
Your Next Chapter
When life opens up
Life is about to get richer. In experiences, opportunities, possibility and purpose. A sound financial strategy is only part of the equation. We know how to help your portfolio grow, but even more important, we care about what that growth makes possible.