A complete list of active advisors currently associated with North Point Portfolio Managers Corporation

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North Point Portfolio Managers Corporation provides separately managed, long-only equity and fixed-income portfolio management for individuals (both non-HNW and high-net-worth), pension and profit-sharing plans, nonprofits and corporations. Accounts are generally managed on a discretionary basis, with a small number of nondiscretionary or limited-monitoring relationships. The firm combines quantitative screening using UBS HOLT Lens® CFROI metrics with traditional fundamental analysis, and pursues a low-turnover approach with holdings generally expected to be held more than one year. North Point tends to implement a common set of stock positions across client portfolios using an internal weighting model, while tailoring overall asset allocation, stock allocation percentage and tax considerations to individual client needs. North Point provides clients with a performance history report and portfolio appraisal as part of its regular quarterly reporting, a level of performance disclosure that is less common among similar team firms. Its systematic use of the CFROI framework for valuation screening, typically concentrated equity line-up (fewer than 40 stock positions), aggregation/block trading practices, standing letters of authorization and an announced transition to Envestnet’s Tamarac for portfolio management are notable operational features.

To learn more about the advisors currently working at North Point Portfolio Managers Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.