PLANNING | INVESTING | FIDUCIARIES
SERVICES

 

We provide a range of services for all our clients, from Financial Planning, Investment Strategies and Cashflow analysis. See how we can help you achieve your financial goals.

The term Fiduciary is used a lot in the financial advisory world. See what a Fiduciary is and why it is the most important thing to consider when looking for advice and planning. 

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WEEKLY DISPATCH

Each week we will post interesting articles or share some of our thoughts on investing and financial planning. 

Four Points Advisors is New York State Registered Investment Advisory firm with headquarters in New York City.

 

SERVICES

Four Points offers portfolio management services to individuals, business entities, trusts, estates, charitable organizations, pensions and profit sharing plans. These services are offered to clients solely through separately managed accounts. 

Four Points specializes in discretionary portfolio management. We do not limit investment advice to any particular type of investment and may provide advice on a wide range of securities including, but not limited to, publicly-traded stocks, mutual funds, ETFs, fixed income securities (such as corporate bonds, treasuries, and other forms of indebtedness), options, and other securities specified in the written managed account agreement between a client and Four Points. 

An advisory account will normally contain a relatively small number of securities positions.The account will normally contain publicly traded stocks and a cash position (which may include, but is not limited to, treasuries and money market securities). Four Points generally has discretion to advise clients on any financial position they may hold, to the extent they so request.

We tailor each account to individual client needs by assessing their risk tolerance, liquidity and income needs and constructing an individual investment plan within these parameters. Four Points will outline the primary investment strategy with the client, describing how the strategy will benefit the client given their specific concerns, and explaining how the investment strategy can be altered in the future. 

We work closely with all clients to ensure the client understands each position of the account and how their liquidity needs will be met. We will maintain a close relationship with all clients in order to be attentive to alterations in investment risk tolerance and differences in life circumstances. 

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The first step in financial planning is getting a detailed look of your current asset mix. We recognize that everyone has different needs, let us tailor a plan specific f...
Financial Planning Consultation
1 hr
Free
 

CONTACT US

10 E 40th Street, Suite 1910

New York, NY 10016

Tel: (646) 300-6129