Our investment approach is holistic in nature. We consider not only accounts managed by Switchpoint, but other assets owned by the client in developing an asset allocation strategy to meet clients’ financial goals and risk tolerance. This includes, but is not limited to, reviewing employee stock options, defined contribution plans (401k, 403b, etc), real estate assets, and other private investments, as well as assisting you in establishing investment accounts at a selected broker/dealer or custodian.

Our investment approach is holistic in nature. We consider not only accounts managed by Switchpoint, but other assets owned by the client in developing an asset allocation strategy to meet clients’ financial goals and risk tolerance. This includes, but is not limited to, reviewing employee stock options, defined contribution plans (401k, 403b, etc), real estate assets, and other private investments, as well as assisting you in establishing investment accounts at a selected broker/dealer or custodian.