At High Point Bank, our client-centered investment process focuses on an asset allocation strategy across a diverse set of global asset classes to best serve our investors’ needs.
Since asset allocation has the largest impact on investor outcomes, we focus our resources on offering low cost, tax efficient asset allocation strategies. Studies show that active stock and mutual fund selection add little value over entire investment cycles. Therefore, we develop distinct yet diversified asset allocation portfolios that invest in passive index funds representing all major global asset classes.
Each of our portfolios is designed to fit a range of investor risk tolerances and return goals. Once we identify each of the asset classes to be used in our strategy, we overlay the current and expected macro-economic environment to decide how each asset class will perform under a variety of global environments. The portfolios are designed to maximize portfolio outcomes within levels of risk that are acceptable to our clients over full market cycles.
To set up an appointment with an investment advisor, please call 336-881-3600.