A complete list of active advisors currently associated with Two Point Capital Management, Inc.

Warmer can help you find a great advisor at Two Point Capital Management, Inc. or one who fits your needs even better.

Two Point Capital Management provides discretionary investment management services to individuals, trusts, not-for-profit organizations, companies, and pension plans, generally focusing on clients willing to establish a long-term relationship (the firm states a typical relationship minimum of $1,000,000). A small advisory team manages roughly $310.5 million across about 100 client relationships, primarily through portfolios of publicly traded stocks and bonds that are chosen and traded on a daily-tradable basis. The firm describes a long-term, fundamental approach to equity selection and generally purchases fixed‑income securities to hold to maturity, tailoring portfolios to each client’s volatility, liquidity, and risk preferences while retaining discretion over specific security selection. Two Point prepares annual written performance reports that calculate both internal rate of return and time‑weighted returns after fees and compare results to benchmarks such as the Russell 3000, S&P 500, and Barclays fixed income indices. Notable distinctions in the brochure include the firm’s disclosure that it reports performance results and has presented hypothetical performance — an uncommon practice among peers — and that its reporting compares multiple return measures to market indices. The brochure also discloses a settlement with the SEC on 12/05/2022 concerning books-and-records deficiencies and a missed Form CRS filing, noting remedial actions taken and no findings of criminal or monetary harm to clients.

To learn more about the advisors currently working at Two Point Capital Management, Inc., 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.