The Elevation Point difference
For investors, the financial services landscape can be confusing – partly because many wealth management firms look alike. Elevation Point offers a clear difference.
The firm was founded in 1999 to provide sophisticated, institutional-quality investment solutions to family offices and institutions. The firm has since expanded to deliver institutional-quality investment solutions, wealth management services, and high-touch services to individual investors, families, and businesses. The firm’s approach to risk management and high-level service has resulted in long-standing relationships built on loyalty and trust.
Institutional Investing Expertise
Designing and monitoring complex portfolios has been Elevation Point’s focus for more than two decades. The firm’s broadly diversified team of professionals and strategic partners bring decades of technical experience building and managing sophisticated portfolios. Risk mitigation and the protection of assets are hallmarks of its investment management approach.
Elevation Point’s network of investment managers provides clients with consistent sources of high-quality strategies. This select group of money managers and research providers includes Blackstone, Bain Capital, Ellington, Blackrock, Apollo, Guggenheim, KKR and The Carlyle Group.
Personalized Advice
Elevation Point has earned a reputation for putting clients’ needs first. It’s a comprehensive approach that integrates sophisticated investment planning with clients’ wealth management strategies to accommodate unique situations within the broader financial plan. Estate planning, investment management strategies, and tax management are all considered in a tailored approach to building a personalized plan that is updated as life changes occur.
Client-centric Culture
A superior level of service is one of Elevation Point’s key priorities. The firm has a collaborative culture unified by a singular focus of helping clients achieve their financial goals.
Independence and Objectivity
Elevation Point’s fiduciaries act in your best interest, providing customized and transparent solutions. Advisors deliver unbiased strategies using an open architecture platform centered on your specific circumstances.