Element Pointe Advisors: Technology + Boutique = Comprehensive Wealth Management

Element Pointe Advisors, LLC is a boutique investment management firm, independently owned and operates as an SEC-Registered Investment Adviser; their goal, to provide objective advice free of outside influence.

element pointe advisorsAbout the Founders

Founded by David Savir – David held the position of Vice President at J.P. Morgan Private Bank, directing a team of investment and lending professionals in advising ultra-high net worth clients throughout the U.S. and Carlos A. Dominguez – Carlos held the position of Vice President at J.P. Morgan Private Bank directing a team of investment management and lending professionals in advising high net worth clients throughout the U.S and Tarek El Gammal-Ortiz – Tarek was an Investment Specialist for J.P. Morgan Private Bank where he was responsible for building, implementing and managing customized investment solutions for high net worth individuals in Miami and New York City.

About their Approach

They work with their clients and family to identify and address the elements of a comprehensive wealth management plan including, Analysis of Current Balance Sheet, Capital Preservation, Income Needs, Growth and Capital Appreciation, Estate and Tax Planning Considerations and Business Planning and Private Investments. Element Pointe Advisors believes in Strategic Asset Allocation and Tactical Asset Allocation because a portfolio should be diversified across asset classes as well as geographies. This diversification across global asset classes, often referred to as “asset allocation,” is the main driver of portfolio returns over the long-term; but while diversification is important, over-diversification and high fees can severely dampen a portfolio’s long term return potential. With Tactical Asset Allocation, at times, asset classes are known to have wide deviations from fair value. When asset classes become over or under-valued, you can expect them to make adjustments to the portfolio. These tactical shifts can help reduce risk, preserve capital and improve expected returns over a market cycle.

Technology and Financial Management Merge for Better Financial Management

Key partnerships with Addepar and ITEGRIA offer technological solutions to better money management. ITEGRIA is a strategic technology partner specializing in the design, implementation, administration, and support of local, hybrid, and cloud network infrastructures exclusively for Registered Investment Adviser (RIA) firms nationwide. Addepar is the investment management technology company empowering investors and advisors to navigate the increasingly complex world of finance. Addepar brings a new level of integrity, transparency and impact to investment management by giving investors and advisors a complete, accurate and investor-centric picture across every portfolio.

David Savir was quoted in Bloomberg to say about their technology partnerships and the value for their clients, “We’ve been exceedingly impressed with” Addepar, “To understand at all times what your exposure is to different stocks or geographies, to get a clear picture across all your accounts, and to be able to go as granular as any one individual’s ownership is, that is hugely important.” Wealthy clients — often, entrepreneurs who’ve sold their business — tend to spread their investments across several advisers, Savir said. Instead of aiming to supplant those relationships, Element Pointe is offering a kind of chief investment officer service to oversee the managers.

For more information, visit http://elementpointe.com