Greatpoint Investment Management
8 California St.
San Francisco, CA 94111
Firm Size
- Assets Under Management (AUM):$1.8 Billion
- Number of Funds:14
- Employees:
- Firm Type:Venture Capital
- Focus Areas:
Services
Description
GreatPoint Investment Management, LLC is an investment management firm located in San Francisco, California. The company provides a range of investment solutions and services to individual and institutional clients. GreatPoint is known for its expertise in managing multi-asset class portfolios and employing a disciplined and research-driven investment approach.
The firm aims to deliver superior risk-adjusted returns to its clients by combining fundamental analysis with quantitative research. GreatPoint's investment strategies include equity, fixed income, and alternative investments. The firm's team of experienced professionals closely monitors market trends and uses a rigorous research process to identify investment opportunities that align with their clients' objectives.
GreatPoint emphasizes active management and employs a bottom-up approach in their investment process. They seek to take advantage of market inefficiencies and anticipate changes in market dynamics to enhance portfolio performance. The firm also takes a long-term perspective and focuses on high-quality investments with the potential for sustainable growth.
In addition to managing investments, GreatPoint provides comprehensive financial planning services to help clients achieve their long-term financial goals. They prioritize client relationships and strive to deliver personalized solutions tailored to individual needs.
Overall, GreatPoint Investment Management, LLC is a respected investment management firm in San Francisco that offers a range of investment strategies and financial planning services. Their disciplined investment approach, research-driven process, and focus on client satisfaction distinguish them in the industry.