Welcome. PivotPoint Advisors, LLC has developed an investment approach around the needs and desires of you, the personal investor. We realize you need a return on your investment and currently can't get that from your bank. At the same time we realize you can't afford to lose half of your investment during the next extended market downturn. This site has been designed to help you understand the investment approach we utilize to combine your need and desire for return with the least amount of risk possible. We look forward to hearing from you. Enjoy our site.
Cumulative Return 11/19/2013 thru 1/15/2016: PivotPoint Moderately Aggressive Portfolio: 16.34% S&P 500 Index 9.48%
Risk to Reward: Downside Deviation (Risk) is .62% for the S&P 500 and .37% for the Moderately Aggressive Portfolio. This means We've captured 6.86% upside return over the S&P 500 with 40% less downside risk.
Cumulative Performance since 11/19/2013 thru 1/15/2016: PivotPoint Advisor's Moderate Portfolio 6.45% Vanguard Balanced Portfolio 7.02%
It is VERY important to us to NOT LOSE MONEY. Our strategic investment approach utilizes tactical management, which means we aim to take advantage of market opportunities while avoiding large market losses. It means we can exit the market and hold up to 100% cash. Many investors believe the managers of the mutual funds within their portfolios will do their best to preserve their portfolio in the event of market downturn. They are amazed to find this simply isn't true.