Our Process

BluePointe Capital Management employs a comprehensive, four-phase solution for wealth management that enables us to deeply understand the needs of our clients. Whether assisting with tax-efficient transfer of wealth or philanthropic goals, we develop and implement a custom plan that allows our clients to achieve their financial objectives.

Our consultative wealth management framework seamlessly integrates investment consulting, advanced planning and relationship management. Through our time-tested process, we work to understand each client’s financial landscape, as well as gain insight on important issues – including family relationships, values, community networks and goals – to construct a balanced portfolio that’s tailored to the client’s needs.

Investment Policy Statement (IPS)

We begin by carefully documenting a client’s circumstances. This information establishes objectives for income, growth and cash flow, identifies estate planning and charitable considerations, and provides an assessment of the family’s tolerance for risk. The investment policy statement becomes a guideline for all investment considerations.

The following chart illustrates our approach to client service, including the focus and purpose of each advising session: