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Investment Management Services

In today`s complex busy world, many find it difficult to allocate the time and energy to develop and implement a well-structured investment plan. GuidePoint is committed to understanding the unique needs and resources of their clients to formulate a prudent investment strategy in the allocation of their capital.

Every investment strategy begins with a conversation. We discuss your investment history and experience, your short and long-term needs, your retirement horizon, and the level of risk you are comfortable taking in order to clarify and better define your investment goals.

Over the long term, investors are rewarded for bearing risk; having too little may hurt portfolio returns. A portfolio’s investment methodology should pair disciplined risk management with a flexible asset allocation approach.

Rather than relying on a traditional stock to bond ratios, GuidePoint utilizes modern day technology to measure a clients quantifiable risk throughout the investing lifecycle and adjust the portfolio accordingly. We invite you to experience firsthand what your current personal risk level is and compare it to your existing investments to determine if you are invested correctly. Click hereto learn more and get started.

From there we evaluate a wide range of non-proprietary investment solutions that can be implemented to achieve your objectives. 

Your investments will fluctuate, as that is their nature. Our goal is to educate you, inform you, and help you manage your expectations over the long term. We want to keep you invested appropriately so that your assets continue to work for you at all times. 

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?
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