Great Point Capital provides industry leading technology and support to help advisors with an independent spirit manage their practice and their business.
Partners to Independent Advisors
Based in Chicago, with additional offices across the country, Great Point Capital is a full-service investment firm, focused on providing investment advice, middle market investment banking and facilitating extensive trading resources nationally.
Are you an advisor considering a move to independence?
Great Point may be the perfect platform for you.
Join a firm with a strong local identity combined with an unparalleled national brand. Take advantage of our brokerage and advisory capabilities, powerful capital base, alternative investment offerings and proprietary private deal flow.
Leverage the breadth, depth, reach and rock-solid reputation of our holistic wealth management, investment banking and capital market services.
Within Great Point, you will still be able to be an independent business owner, and you can build and manage your business as you see fit. Draw as needed on a suite of world-class products, cutting-edge technology and our full range of service and support resources.
Meet with one of our dedicated and experienced transition specialists. They will walk you through every step of the decision process as well as the transition of you and your team and clients, making the entire experience a true pleasure.
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. This includes boutique alpha-generating boutiques originated by Proteus and is supplemented by the access to premier names provided by the prestigious, global investment consulting firm, Callan.
Great Point also has full capabilities in the research and trading of traded and untraded REIT’s and DST’s.
As a result of our sophisticated investment banking and capital markets businesses, proprietary, direct access to private deal flow in real assets, debt and equity securities.
Trading and Capital Resources
Trading is embedded in Great Point’s history and corporate DNA. Take advantage of those resources as well as our substantial capital base and stock loan capabilities.
A Full Transition Team
We assist with moving your existing book of business and help you get to where you want to be faster.