PointOne Family Office

PointOne Family Office provides ongoing portfolio management and family-office services to individual and high‑net‑worth clients, operating with a relatively small client base and a multi‑million dollar account threshold. The firm documents client goals and risk tolerances in Investment Policy Statements and implements asset allocation, security selection, and regular portfolio monitoring, generally under discretionary authority.

The firm uses a broad mix of analytical methods (including fundamental, quantitative, technical, and modern portfolio theory) and employs a wide set of strategies — from long‑term investing to short sales, margin, options, private equity, hedge funds and real estate funds — while also selecting third‑party managers after due diligence. PointOne states it seeks to meet fiduciary duties, to allocate limited‑supply opportunities equitably among clients, and to review ongoing performance of outside managers.

Several structural features distinguish PointOne from many peers: it has an affiliated attorney on the team (whose legal services are not offered to firm clients), supervised persons who are licensed insurance agents and may receive commission compensation for insurance sales, and an affiliated entity that can effect broker‑dealer‑licensed transactions through an arrangement with a registered broker‑dealer. The firm also requires clients to use a specific custodian and operates with a low advisor‑to‑client ratio, reflecting a concentrated, family‑office style of service that differs from more standard advisory models.