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Your Best Work is Just Ahead of You

What are you waiting for?


The Analytical Advantage

At Long Point Wealth Management we utilize multiple independent research providers that are unbiased and data driven. Through the use of the UAFRS (Uniform Accounting Financial Reporting Standards) research process we are able to provide you with smart unbiased investment decisions. Our UAFRS data provided by Valens Research enables us to measure historic financial statements in a different way allowing us to avoid the up-and-down noise that can skew analyst and investors. By managing separate portfolios we are able to concentrate our best investment ideas while closely monitoring any new developments of the companies we are following.

Each holding is carefully selected for diversification and low correlations to other holdings.  We utilize sophisticated technologies to monitor your investments and risk characteristics.


Portfolio Stress Testing + Risk Management

Gauge risks and opportunities before they unfold


We use a rigorous risk management process to demonstrate what happens to a portfolio when certain economic events change, i.e. oil prices, home prices, or interest rates.  Not only can we avoid holdings that will be negatively impacted during economic shocks but we can position your portfolio to take advantage of significant economic events.

Find the Connections  |  Ask the big What-ifs  |  Model the Impacts


See how our risk management process works.  Take your risk assessment now.


Free Risk Analysis


The financial markets generally are unpredictable. So that one has to have different scenarios... The idea that you can actually predict what's going to happen contradicts my way of looking at the market.

George Soros