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.