PIVOTPOINT ADVISORS

We avoid actively managed mutual funds. They're too expensive for the return they offer. Many advisors don't want to give up the juicy marketing fees they earn by selling them. Mutual funds were a fantastic innovation, but Exchange-traded Funds (EFTs) are a far better choice now... Our practice in socially-conscious investing is growing. We have the quant skills to create portfolios that are properly diversified while still staying away from certain companies and sectors. But as always, this is at the client's discretion; we'll do our best work given the entire set of goals of our clients... Investing falls into three broad categories: growth, protection, and income. We find success when we're able to match these broad goals with our clients' tolerance for risk..and investing in anything besides Treasuries is always risky. Be wary of advisors who aren't fully aware of that. Like a medical professional, our core philosophy is to first do no harm. In investing, we believe doing no harm..

Primary location: Las Vegas United States