Strategic Point Investment Advisors, LLC
StrategicPoint Investment Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Providence, Rhode Island. Founded in 1992, the firm specializes in comprehensive wealth management and financial planning. StrategicPoint provides advisory services to individuals and families, particularly those planning for or living in retirement, as well as clients navigating significant life changes. The firm collaborates closely with clients to address goals such as retirement planning, investment management, estate planning, and college funding. It is a fiduciary and offers unbiased, objective advice. As of the latest filings, StrategicPoint has around 22 employees and provides services primarily to clients in the New England region.
Investment Strategy
StrategicPoint Investment Advisors utilizes a diversified, client-centric wealth management approach, tailoring portfolios to each client's unique life goals and circumstances. The firm emphasizes goal-based financial planning, focusing on retirement preparedness, major life transitions, and multi-generational wealth strategies. Investment management typically relies on a mix of ETFs and mutual funds for asset allocation, rebalancing as needed to maintain appropriate risk exposure. As a fiduciary, StrategicPoint adheres to independent, unbiased investment recommendations with ongoing education and advice for clients. Their core philosophy centers on collaborative planning and prudent, long-term investing.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 15.12% | $98.0M | 158,695 | $163.02 | $617.85 | +$8.2M |
I IEI | ISHARES TR | 10.74% | $69.6M | 584,631 | $115.91 | $119.09 | +$990.3K |
I IVV | ISHARES TR | 9.43% | $61.1M | 98,438 | $327.41 | $620.90 | +$6.3M |
I ITOT | ISHARES TR | 7.18% | $46.6M | 344,890 | $67.09 | $135.04 | +$4.8M |
I IVE | ISHARES TR | 7.06% | $45.8M | 234,146 | $132.44 | $195.42 | +$1.5M |