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Annual Portfolio Review

Where we explain how your investments performed

71st Street

Service Description

At OnePoint Capital Management, our Annual Portfolio Review is designed to ensure your investments align with your financial goals. Our advisers analyze current market conditions and your portfolio's performance, consulting with you on any necessary adjustments. We also invite you to share updates on your life and aspirations, ensuring your investment strategy remains tailored to your evolving needs.

Upcoming Sessions

Contact Details

  • 220 71st Street, Miami Beach, FL, USA

    786 431-9151

    onepointcapitalmgt@gmail.com

OnePoint Capital Management, LLC (“OnePoint” or “the Firm”) is a State of Florida registered investment adviser. Registration with the State should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.

By using this website, you accept and agree to OnePoint’s Terms of Service and Privacy Policy.

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OnePoint has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of OnePoint or any of its financial advisers.

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Investment management and advisory services are provided by One Point Capital Management to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.

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Unless otherwise noted, any statement regarding an individual’s experience with OnePoint Capital Management contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of OnePoint’s clients or their experiences. Such statements do not guarantee future performance or success.

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