Element Pointe Advisors Launches Independent Registered Investment Advisory Firm
New investment management firm will serve as Chief Investment Officer to ultra high net worth clients.
MIAMI, March 23, 2016 /PRNewswire/ -- Element Pointe Advisors, an independently owned SEC-registered investment advisor, today announces the launch of its multi-family office and investment management firm specializing in ultra high net worth (UHNW) clients.
Led by co-founders Carlos Dominguez and David Savir, Element Pointe recognizes that UHNW families and individuals need objective advice. The firm will operate as an outsourced Chief Investment Officer to UHNW families, and as an advisor and portfolio manager for high net worth clients.
"We believe that wealthy families need independent advice and investment management in order to best preserve, grow and pass on their wealth," said Savir. "As an independent, fee-only registered investment advisor, we have a fiduciary responsibility to put our clients first at all times."
Both Dominguez and Savir come from experienced backgrounds. With over 21-years in finance, Dominguez has been involved in all aspects of the investment process, and prior to co-founding Element Pointe, held the position of Vice President at J.P. Morgan Private Bank. Prior to J.P. Morgan, Dominguez was a portfolio manager for a long-short equity hedge fund focused on large and mid-cap U.S. equities.
Before co-founding Element Pointe, Savir also held the position of Vice President at J.P. Morgan Private Bank, where he directed a team of investment professionals in advising UHNW clients. He began his career at Goldman Sachs, advising high net worth clients in managing their investment portfolios.
As managing principals of Element Pointe Advisors, both will be responsible for guiding the firm's overall investment strategy while staying involved in portfolio management and advisory services.
"At Element Pointe, we are able to leverage our investment expertise and access to world-class research and technology for our clients," said Dominguez. "Our approach enables us to remain nimble in building and managing customized portfolios, and you can expect us to make significant tactical adjustments when asset classes become over or under-valued."
Element Pointe Advisors' open-architecture investment platform enables the firm to select managers and funds that it believes are the best fit for clients, and allows the firm to focus on its primary goal: putting clients' interests first.
For media inquiries, please contact Kelly Holcombe of Flackable at 215-450-1534 or [email protected].
About Element Pointe Advisors: Element Pointe Advisors is an independently owned and operated SEC-registered investment advisor. Element Pointe is based in Miami, FL. Learn more at www.elementpointe.com.
Element Pointe Advisors, LLC. ("Element Pointe Advisors") is an SEC registered investment adviser with its principal place of business in the State of Florida. SEC registration does not imply a certain level of skill or training. This press release is limited to the dissemination of general information pertaining to its investment advisory services. Additionally, this press release contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of their dates. Nothing herein should be construed to limit or otherwise restrict Element Pointe Advisors' investment decisions. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice. There is no guarantee that the views and opinions expressed herein will come to pass. For information pertaining to the registration status, of Element Pointe Advisors, please refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
For additional information about Element Pointe Advisors, including fees and services, send for our disclosure statement as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
SOURCE Element Pointe Advisors
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