Bearing Point Capital

Bearing Point Capital provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), family offices, trusts, estates, private foundations and corporate entities. The firm manages a wide range of securities and vehicles — including equities, corporate and municipal bonds, mutual funds and ETFs, REITs, private/alternative funds, closed‑end funds, options and structured notes — and may recommend unaffiliated external managers for portions of client portfolios.

The firm’s process emphasizes a comprehensive, client‑by‑client assessment of financial condition, risk profile, tax considerations and goals, and uses primarily fundamental analysis (with technical analysis for timing) to construct customized portfolios. Bearing Point generally pursues long‑term strategies but will employ shorter‑term trades, option overlays (covered calls, protective puts), and allocations to alternative or structured products where appropriate to a client’s objectives.

Bearing Point discloses several practices that are less common among peers: it enters into third‑party referral/solicitor arrangements with written disclosures and, unusually, uses endorsements in advertising; it also notes that some advisory personnel are licensed to sell insurance and may receive commission compensation. The brochure details operational arrangements that can influence custody and platform choice — including an institutional relationship with a broker‑dealer that provides research, technology and limited onboarding reimbursements — and it discloses specific policies (for example, treatment of margin and fee calculations) that clients should consider.