~ get carried away ~

Investing is our passion. What’s yours?

You could spend your Saturday nights mulling your mutual fund liquidity ratios. Or hand that headache to us and check out this week’s big-screen blockbuster instead. We call it “living a richer life”—and so will your kids and grandkids. 

“The key question to keep asking is, Are you spending your time on the right things? Because time is all you have.”

— Randy Pausch

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

The quickest way to find out if we are meant for each other is to fill out the short form below. We’ll get back to you quickly to set up a call or a meeting.

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