Over 20 Years of Wealth Management,
Investment Banking, and Capital Market Services
For over twenty years, Great Point Capital has been providing independent, holistic wealth management, investment banking and capital market services. Founded and staffed by professional traders, bankers and experienced wealth managers. Great Point delivers the unique combination of local, customized services with a national brand and deep resources.
With years of experience in the global markets, financial and estate planning, our advisors bring you a mature and sophisticated approach to wealth management, fully customized to every client’s situation, need and risk tolerance. Our advisors have the experience with and access to the broadest array of both traditional and alternative investments strategies. Every strategy is fully researched and vetted for quality and appropriateness. Plus, with our investment banking and capital market activities, our advisors also have access to proprietary private deal flow unavailable elsewhere.
Full global access to publicly traded equity and fixed income securities, IPOs and other new product offerings.
With our partnership with Proteus, streamlined access to a fully-vetted range of alternative investment private funds, such as Private Equity, Real Estate, Venture Capital, Private Credit and Infrastructure.
As a result of our sophisticated investment banking and capital markets businesses, proprietary access to private deal flow in real assets, debt and equity securities.
Trading and Traditional Brokerage
Great Point has trading in its DNA. Our network and capital base allow us to provide you with excellence in trading and execution.
Advisory and Financial Planning
Our advisors will craft a financial plan and asset allocation customized to your personal situation, risk tolerance and goals and objectives.