Our relationship with our clients is driven by the following values:
We strive to keep our investment advice and financial services relevant to our clients’ needs and easy to understand.
All client information and transactions are treated as confidential. Records are protected and access to client information is restricted.
Investment Funds managed by Pointbreak are registered in clients’ names and therefore directly owned by our clients.
Pointbreak’s services and fees are clearly defined and communicated to our clients.
Our business has been built on the quality of both our clients and professional staff. Having a personal relationship with our clients is a characteristic that we cherish.