WHO WE ARE
A Wealth Management Firm Built For Clients
We simplify and navigate today's financial complexities to create a better world for our clients.
OUR CORE PRINCIPLES
We were founded on the belief that we can create greater value to clients by improving the existing model. Maximizing client value is at the heart of every single business decision.
"Price is what you pay. Value is what you get."
Our focus is long term, we are patient with capital and driven to create value.
We are fiduciaries and clients come first.
WHAT SETS US APART
INDEPENDENT STRUCTURE vs. PUBLIC SHAREHOLDERS
Fiduciary Culture vs. Sales
The Right Kind of Innovation
INDEPENDENT, ANALYTICAL FRAMEWORK
Boutique Delivery with Personal Service and Attention
Nimble Structure to Navigate Changing Landscape
Leverage Partnerships and Scale for Client Access
SAFETY & SECURITY
$1.3 Trillion Total Client Assets
Third-party custodian, offering scale and security
Investment solutions hand-picked to deliver optimal risk-adjusted returns
TECHNOLOGY & INNOVATION
A better more innovative service enhancing the client experience and creating maximum value.
Our goal is to help our clients navigate the fog that often comes with financial management. From the complexities of personal finance to the hidden structure behind larger firms, we feel that clients have the right to be engaged in their wealth management process, have access to a family CFO and receive transparent, personalized guidance by like-minded independent advisors.
Why the name Plum Pointe to bring our vision to life?
There are three sources of inspiration for our name:
In Rhode Island, Plum Beach Lighthouse survived one of the most devastating hurricanes experienced in RI, in 1938. The storm was powerful enough to destroy entire beach communities and wash away nearby lighthouses. Plum Light withheld, survived and protected those who took shelter inside. This lighthouse has not only shone through the fog to guide those in Narragansett Bay, but it has proven to outlast those around it in doing so. This light is a symbol that engineering and analytics are crucial in the ability to withstand time. This is true both in the design of a financial plan as well as in architectural structures.
Second, the symbolism of the plum, and in particular the plum blossom, holds great meaning. While still in the grip of winter, before the snow has melted away, the plum tree blossoms. It is a show of both strength and hope. Winter's harsh, unforgiving cold is present everywhere, the landscape still barren in dormancy. The plum tree forges ahead, blossoming in the face of danger, intrepid in charting its course forward, reminding us that spring is eternal, that no matter the danger, there is always a path forward, always a reason to hope. Each plum blossom has five petals representing virtue, prosperity, endurance, longevity and health. These five virtues frame us at every client engagement.
Finally, Plum Pointe can trace its roots to a very modest home on a modest street named Plum. The street was in a small, quiet town in Mid-America, where everyone knows everyone else by name. Business is transacted by handshakes, the community thrives by putting the other fella first, “enlightened entrepreneurialism” one might call it, and integrity and personal reputation take a lifetime to build and a moment to lose and are all that matter.
The firm has a global view, transacts business in some of the largest and busiest cities in the world, but holds such small town values dear. We never forget our roots. Where you came from matters and provides the foundation propelling you to where you are going.
As Fiduciaries harnessing the freedoms of being entrepreneurs with a platform to push boundaries and find new ways to connect with clients, we bring traditional, institutional knowledge with a diverse set of experiences.
These invaluable experiences leverage the scientific method to make decisions, and lead us to realize the best way to achieve client value is to evolve and re-engineer the wealth management business, harnessing our expertise for the sole benefit of clients.
In short, we have more diverse experience than your "typical" financial advisor AND consider ourselves to be scientists of comprehensive wealth and investment management.