pointbreak
pointbreak
pointbreak

Services | Wealth Management

Our relationship with our clients is driven by the following values:

Simplicity

We strive to keep our investment advice and financial services relevant to our clients’ needs and easy to understand.

Confidentiality

All client information and transactions are treated as confidential. Records are protected and access to client information is restricted.

Ownership

Investment Funds managed by Pointbreak are registered in clients’ names and therefore directly owned by our clients.

Transparency

Pointbreak’s services and fees are clearly defined and communicated to our clients.

Personal Touch

Our 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.