Point View Financial Services

Description

Point View also employs mutual funds to provide clients with equity exposure. Mutual funds, because they contain professionally managed, diversified portfolios of securities, can be particularly useful when working with smaller accounts where adequate diversification with individual common stocks is impractical. Point View will also use mutual funds having a particular industry or geographic focus if that is appropriate for the client. Point View prefers funds of the "no load" or discounted "closed end" variety because of their cost effectiveness.

Founded in 1993, Point View Wealth Management, Inc. is an independent, fee-only, investment advisor providing customized portfolio management services and comprehensive financial planning. As a fee-only advisor, we have only your best interests in mind; this is unlike stockbrokers, who may have a vested interest in the products sold. Using extensive research and sound investment principles, we strive to produce superior returns for our clients.

Point View is also committed to providing outstanding client service, supported by the latest back office technology. David G. Dietze, JD, CFA, CFP™, President of Point View and its Chief Investment Strategist, and Claire E. Toth, JD, MLT, CFP™, Vice President of Point View and its Chief Operating Officer, are assisted by staff with extensive experience in financial planning, spreadsheet analysis, and computer and management services.

Point View generally requires that all clients maintain their accounts at Fidelity Institutional Wealth Services (Fidelity). The actual custodian is National Financial Services, LLC (NFS). Fidelity and NFS are part of Fidelity Investments, a diversified financial services organization serving investors for over 40 years. Fidelity provides an integrated package of institutional brokerage services, advanced technology and a high level of personalized service to independent money managers.

Founded in 1993, Point View Wealth Management is an independent, fee-only investment advisor providing customized portfolio management services. As a fee-only advisor, we have only your best interests in mind, unlike stockbrokers who may have a vested interest in the products sold. Because we do not work for security issuers, we can objectively advise our clients as security investors.

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