OUR INVESTMENT POLICY IS TO DELIVER RESULTS
GROWTH POINT FINANCIAL may have been founded on big ideas, but our day to day job is to generate investment returns. We measure our success by how well our investment portfolios perform for our clients.
We have no contracts or agreements with mutual fund companies, and we do not receive compensation in the form of sales charges or commissions. No hidden fees. We are paid by the client only.
Specifically, we utilize ‘Buy-and-Hold” strategies, which we think eliminates excessive trading. We use low-cost index funds and ETF’s almost exclusively. Clients are charged one annual fee that covers all investment management services and trading costs- and we discuss it upfront. Client portfolios are custom built on an open-architecture platform. That means we are not locked in to any one specific investment provider. We research every investment and select only those that meet our client’s needs.