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A Deeper, Wider Financial Focus
FourthPoint adds the dimension of a an unconflicted fiduciary financial advisor to the relationships between you, your loved ones, and institutions. Hence our name. As a Registered Investment Advisory firm, we manage assets; advise organizations about 401k plan features, costs and investments; craft bona-fide personal financial plans; and design the most complex life insurance and annuity policy solutions. We are in the advice business.
Our Value Proposition
Our clients gain from our uncommon depth and width of financial know-how, delivered on a fee-only fiduciary business model.
We subscribe to the Standards of Professional Conduct of the Certified Financial Planner® Board. One client labeled our founder "the Red Adair of financial planners" after we repaired his investing and insurance programs. Red was a famous Texas oilfield engineer who specialized in extinguishing well fires and restoring sites to production around the world.
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