CrestPoint Capital Management is a professional money management firm specializing in the management of common stock portfolios.  Bond and balanced portfolios are also managed.

Common stock portfolios are constructed with a highly disciplined, step-by-step process.  Portfolios generally have an average of about 100 stocks.  Portfolios are as fully invested as practical.    Portfolios following this strategy can be regarded as following a large cap core or blend strategy although each portfolio’s value/growth characteristics, industry weightings, and average capitalization size are dynamic and respond to changes in the S&P 500.  The objective of the strategy is to out-perform the S&P 500 Index by 2% per year with a similar level of risk.  Of course, no objective is guaranteed to be realized.

Bond portfolios, whether taxable or tax-exempt, are constructed with maturities in the short to intermediate categories.  Bonds are used primarily as volatility dampeners in balanced portfolios and managed to be benchmark sensitive in portfolios comprised entirely of bonds.

The firm offers its services to institutional clients, including employee benefit plans, foundations and endowments, and high net worth individuals and families.

Striving to provide the highest level of investment performance and service to an exclusive clientele