Portfolio

Billionaires know how to build a financial portfolio and reduce investment expenses—why shouldn’t you? Towerpoint Wealth management firm helps our clients leverage our expertise of how to build a financial portfolio. Our clients take full advantage of the many wealth management and financial peace of mind services we offer, primary of which is a personal wealth management advisor to help manage their financial portfolio.

We are a wealth management firm with the singular focus of achieving, and then maintaining, the financial independence of our clients. Live a better life while not worrying about your money.

• Customized strategic and tactical asset allocation and financial portfolio optimization modeling
• Disciplined portfolio rebalancing
• Passive (indexed) and active portfolio management
• Investment cost and expense analysis and minimization
• Concentrated stock management and hedging
  → Structured and amortized liquidations
  → Exchange funds, variable prepaid forwards, equity collars, etc.
  → Customized structured notes
• Inflation hedging
• Performance analytics and account aggregation reporting
  → Black Diamond client financial portal
• Alternative investments – sourcing and due diligence
  → Private equity, hedge funds, limited partnerships
  → Currencies, venture capital, commodities
  → Managed futures, timber, mineral rights
  → Strategic partnership with iCapital | An outsourced alternative-investment platform that provides us online access to powerful research tools, diligence materials, in-demand managers, streamlined subscriptions and reporting, and alternative-investment offerings
  → Derivatives
  → Updated equity and market research | Morningstar, CFRA, Callan, Bespoke, yCharts, Briefing