At SwitchPoint we provide full implementation and oversight of your investment accounts through our preferred custodians. Through our planning process, we will determine your goals, time horizons, risk tolerance and tax considerations and then develop a personalized investment plan.
Our portfolios are built using primarily institutional class mutual funds and ETF’s and are designed to be well-diversified, low-cost, and tax-efficient. Learn more about our investment philosophy here.
Investment management is included for all of our ongoing planning clients. We continually monitor your portfolio to ensure it remains in line with your objectives. In addition, we provide an objective voice during turbulent times to help you stay disciplined, while maintaining the flexibility to make adjustments as your personal needs and goals evolve.
The types of accounts we manage include:
- Traditional and Rollover IRA’s
- Roth IRA’s
- SEP, SIMPLE, and Individual 401k’s
- Individual and Joint Accounts
- Trusts
- Foundations
- Donor Advised Funds
- Health Savings Accounts (HSA)
- 529 Plans
- UTMA and UGMA’s
