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The Global Plus Program

In today’s economy, deciding who to entrust to assist you in investing your assets is no easy task. Market volatility and the range of investment choices and approaches can leave even sophisticated investors uneasy.

At Clear Point Advisors we understand that apprehension. That’s why we developed a fee-only investment program designed to help investors reduce their overall risk while pursuing their long-term financial goals. It’s called Global Plus—our asset allocation program using no-load mutual funds and exchange traded funds, along with individual securities.

As fee-only Registered Investment Advisors, we are "fiduciaries" who must put our client's interests first. Please call for a complimentary consultation without charge or obligation. We would welcome the opportunity to explore the benefits of our program for your situation.

Regulatory & Disclosure Information

Clear Point Advisors, Inc. is a Registered Investment Advisor firm registered with the Securities and Exchange Commission. We provide fee-based investment management and personal financial planning advice primarily to high net worth individuals, retirement plans, and trusts.

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Main Office:
One Huntington Quadrangle
Suite 2S10
Melville, NY 11747
NY City Conference office:
(For client meetings)
 261 West 35th Street
New York, NY 10001

Through our association with Regus Office Solutions, additional locations are available for client meetings.
© 2016 Clear Point Advisors, Inc. All rights reserved.