Point Nemo Capital, LLC

Point Nemo Capital is a discretionary investment advisor that provides portfolio management to individuals and entities, including both high‑net‑worth and non‑HNW clients, via separately managed accounts custodied at Charles Schwab. The firm also offers complimentary access to RightCapital financial‑planning software and delivers monthly electronic advisor reports and commentary to support budgeting and retirement planning.

The firm implements two principal strategies: a Global Portfolio Allocation Strategy that allocates across roughly 100 ETFs to seek growth and income while aiming to manage drawdowns versus a traditional 60/40 construct, and a Core Equity Growth & Income Strategy that uses a proprietary stock‑ranking system to concentrate 20–40 names and overlay covered calls to generate income. Point Nemo emphasizes continuous monitoring and risk management and operates with full discretionary trading authority, including the use of options and the ability to execute short sales where appropriate.

Noteworthy aspects in the brochure include explicit disclosure of historical performance context from the founder’s prior roles (for example, a stated $250 million in net income generated at a previous position and positive hedge fund returns through the 2008 crisis), and the explicit use of derivatives—covered calls and option trading—in separately managed accounts, which is uncommon among peers. The firm also recently transitioned to SEC registration after surpassing $100 million in regulatory assets under management, reflecting a small, experienced team running institutional‑style strategies for a limited client base.