Investment Management
Investment management is the strategic process of carefully allocating and diligently overseeing financial assets to achieve specific investment objectives. This process may encompass the buying and selling of assets, formulating both short-term and long-term investment strategies, managing the allocation of assets within the portfolio, and devising tax strategies.
Great Point Advisors' investment management approach is designed to deliver custom portfolios with a risk-focused, diversified investment management strategy. Your investment objectives, financial strategy, and risk tolerance will serve as the cornerstone of our approach to helping you fulfill your financial goals, maintain financial stability, and secure your financial future.