DEW POINT CAPITAL

Overview

DEW Point Capital is an independent registered investment adviser that serves individuals, families and institutional clients. The firm blends fee-based portfolio management with financial planning and consulting services, offering engagements billed as a percentage of assets under management as well as hourly and fixed-fee arrangements. Its advisory scope covers discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Investment emphasis is on public equities—both exchange-traded securities and separately managed equity sleeves—supported by allocation into mutual funds and corporate debt for core fixed-income exposure. The firm also integrates a range of alternative strategies into client portfolios, using third-party managers for hedge funds, private credit and real assets to pursue diversification, yield and potential downside mitigation. DEW Point Capital is structured as a corporation and is owned by individuals who operate the adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices