Our Mission

Clear Point Advisors Inc. is a Registered Investment Advisor firm serving clients primarily in the New York, New Jersey, Connecticut and Florida markets. We offer fee-only investment advisory services for large accounts, including high net worth individuals, retirement plans and trusts.

We use a diversified asset allocation approach:

• We help define your long-term goals for your investment assets to develop an individualized asset allocation strategy. The plan balances your return objectives with your tolerance for investment risk.
• We primarily select investments from a broad range of exchange-traded funds and no-load mutual funds, and where appropriate, we consider individual securities and other type investment products. Investments are selected on the basis of risk-adjusted performance, low expense levels and other factors.
• Portfolios can be tailored to meet special needs, such as “socially responsible investing.”
• We monitor, evaluate and make needed changes to your investment portfolio over time.

Given our diverse range of professional credentials and experience in the fields of law, accounting and finance, we are able to serve as advisors and planners to our clients for a broad range of related personal financial issues, including retirement planning, education funding, estate planning and employment stock option strategies, among other inquiries.

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. Clear Point does not serve as a law firm, certified public accounting firm, nor an insurance agency. Clear Point does not prepare legal documents or tax returns, nor does it sell insurance products.