Pointe Capital Management LLC
Pointe Capital Management LLC is a Michigan-based investment advisory firm headquartered in Grosse Pointe Farms. Founded in 2011, the firm provides comprehensive financial advice and investment management services to discerning investors, blending traditional investment principles with modern technology. Pointe Capital Management serves individuals (including high net worth clients), charitable organizations, pension plans, and businesses, with a focus on time-tested investment strategies and client-centric solutions. As of 2025, the firm employs 6 professionals, with the majority being investment professionals.
Investment Strategy
Pointe Capital Management merges traditional investment principles—cultivated through experience across multiple financial market and economic cycles—with robust, modern technology tools and support from industry partners. The firm offers disciplined, research-driven investment advisory and portfolio management services, emphasizing long-term wealth building, risk management, and access to diverse, world-class investment opportunities. Their approach is tailored, aiming to achieve financial success for a client base consisting mainly of individual and high net worth investors.
Top Holdings
Equity Positions (155)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES RUSSELL 1000 GROWTH ETF | 7.87% | $15.2M | 35,719 | $229.95 | $424.58 | +$2.7M |
V VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 6.84% | $13.2M | 98,773 | $89.42 | $133.31 | +$570.1K |
V VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 4.97% | $9.6M | 120,356 | $79.01 | $79.50 | +$255.8K |
T TTD | THE TRADE DESK INC COM CL A | 4.28% | $8.2M | 114,542 | $71.99 | $71.99 | +$8.2M |
S SHY | ISHARES 1-3 YR TREASURY BOND ETF | 3.69% | $7.1M | 85,675 | $84.34 | $82.86 | +$43.6K |