Financial Management for Your Point
We partner with clients ranging from professionals and executives to businesses and foundations.
Start your planning journey today.
Our Private Wealth Management Offerings
Financial Planning
& Consulting
Access our entire team of fiduciaries any time for one flat, annual fee. Perfect for self-directed investors and those taking a more active role in their portfolio.
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Charitable Giving Strategies
- Insurance Review
- Financial Aggregation & Reporting
Commitment:
$6,000/year minimum flat fee,
quarterly invoicing as low as $1,500.
Comprehensive Portfolio Management
Experience true private wealth management with an ensemble approach for less than 1% AUM. Designed for those seeking turnkey private wealth management.
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Charitable Giving Strategies
- Insurance Review
- Curated Asset Location
- Risk Tolerance
Evaluation - Custom Portfolio Construction
- Fiduciary Investment Management
- Financial Aggregation & Reporting
Commitment:
$500,000 minimum managed balance,
with fee rates as low as 0.25%.
Institutional Plan Consulting Services
Retirement Plan Management
Partner with Cedar Point Capital Partners to design, monitor, and optimize your company's Retirement Plan offering. From crafting evidence-based investment strategies to providing education to employees, we'll handle the details so you can focus on your business.
- Portfolio Construction
- Plan Design
- Participant Education
- Fiduciary Monitoring
- Investment Policy Statement Design
- Plan Investment Analysis
Foundations & Endowments
Achieve your mission and grow your impact with charitable foundation and endowment management services from Cedar Point Capital Partners. As a CEFEX-certified firm, our processes are audited to meet the highest fiduciary standards required by institutional investors.
- Portfolio Construction
- Prudent Due Diligence
- Governance Consulting
- Fiduciary Oversight
- Investment Policy Statement Design
- Performance Reporting