• Our Process

Investment Solutions

Investors need to use every available tool to protect capital and manage risk. At Solid Point, we will use greater diversification with opportunistic allocations to non-traditional assets including allocations to inverse ETFs, overwrite ETFs, and private investment funds.

We believe asset allocation should be dynamic, keeping up with the ever-changing market environment. We will seek to avoid single stock risk, by utilizing ETFs and other diversification tools, allowing us to gain exposure to attractive themes or sectors, while avoiding unfavorable trends and overvalued sectors of the market.

We run a disciplined investment process. Our Investment Committee will:

Review macroeconomic data to determine whether we are biased to the upside or downside

Identify and monitor investment themes that look attractive

Identify and monitor sectors that should be added to, or avoided

Overlay valuation metrics

Generate a Watch List of targeted investments that we track daily

Review technical analysis, helping us to dispel or reinforce our overviews and sector weightings

Utilize advanced models to quantify the risk environment

Overlay forms of downside protection if risk data is extreme

Wealth Management

Understanding client goals and creating a personalized wealth plan is the ballast that offsets market volatility. In theory, a client’s wealth goals should not be shifting meaningfully in the short-term, but emotions and sentiment can create stresses that sometimes lead to irrational behavior. Our goal is to create a comprehensive road map that helps provide an understanding of the current challenges and risks investors are facing.

The next decade will be marked by extremes in volatility. Utilizing our 70 years of collective experience and perspective we will try to use this volatility to our clients’ advantage. Given our wealth planning suite and comprehensive market analysis, our singular focus will be helping our clients stay focused on achieving their investment goals.

Email

[email protected]

Phone

888-851-6967

Advisory services offered through Solid Point Wealth Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Solid Point Wealth Advisors, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Solid Point Wealth Advisors, LLC’s current written disclosure brochure filed with the SEC which discusses, among other things, our firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
The information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Investments in securities entail risk and are not suitable for all investors. Nothing on this site is to be construed as a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.
Any reproduction or distribution of this website, as a whole or in part, or the disclosure of the contents hereof, without the prior written consent of Solid Point Wealth Advisors, LLC is prohibited.

©2022 Solid Point. All Rights Reserved.