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A Deeper, Wider Financial Focus
We are in the advice business.
FourthPoint is a Registered Investment Adviser serving individuals, families, and organizations.
Our genesis: We are the fourth point uniting households or partners in organizations, legacies, and financial institutions.
We manage investment assets, both in-house and via outside firms (Separate Account Managers), provide investment advisory services to 401(k) Plans and Participants, craft financial plans, and design insurance-related strategies, all within a fiduciary regulatory framework.
Our Value Proposition
Our clients gain from our uncommon depth and width of financial know-how, delivered in a fiduciary capacity at all times.
We subscribe to the Standards of Professional Conduct of the Certified Financial Planner® Board. One client labeled our founder "the Red Adair of financial planners" after we reconfigured his investing and insurance program. Red was a famous Texas oilfield engineer who specialized in extinguishing well fires and restoring sites to production around the world.
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