Single Point Partners, LLC
Single Point Partners, LLC is a Massachusetts-based registered investment adviser founded in June 2012. Headquartered in Boston, the firm offers personalized investment management and comprehensive financial planning services, including a trademarked 'Wealth Logistics' program which serves as a 'Personal CFO' for clients' financial lives. Single Point Partners works with individuals (including high-net-worth individuals), trusts, foundations, corporations, and endowments, providing integrated financial advice under a single fee arrangement. The firm employs approximately 12-14 professionals and is led by principal owners Shaun D. Erickson and Rene A. Jarquin.
Investment Strategy
Single Point Partners provides personalized investment management and holistic financial planning anchored in its 'Wealth Logistics' service model. The firm gathers detailed client financial data to build, implement, and proactively manage tailored financial plans and investment portfolios. Investment decisions are made to align with clients' personal objectives, goals, and risk profiles, emphasizing a comprehensive, client-centric approach that integrates short-, medium-, and long-term financial needs. The firm focuses on long-term relationships, acting as a 'Personal CFO' to guide overall wealth management and financial well-being.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 30.09% | $148.2M | 221,488 | $589.09 | $669.30 | +$12.4M |
I IJH | ISHARES TR | 9.31% | $45.9M | 702,999 | $62.28 | $65.26 | +$3.1M |
A AGG | ISHARES TR | 8.32% | $41.0M | 422,653 | $97.04 | $100.25 | +$1.3M |
I IJR | ISHARES TR | 5.85% | $28.8M | 242,493 | $114.93 | $118.83 | +$2.7M |
I IWB | ISHARES TR | 4.31% | $21.2M | 58,065 | $323.81 | $365.48 | +$1.4M |