Services | Wealth Management Our relationship with our clients is driven by the following values:
SimplicityWe strive to keep our investment advice and financial
services relevant to our clients’ needs and easy to understand.
ConfidentialityAll client information and transactions are treated as
confidential. Records are protected and
access to client information is restricted.
OwnershipInvestment Funds managed by Pointbreak are registered in
clients’ names and therefore directly owned by our clients.
TransparencyPointbreak’s services and fees are clearly defined and
communicated to our clients.
Personal TouchOur business has been built on the quality of both our
clients and professional staff.
Having a personal relationship with our clients is a
characteristic that we cherish.