SINGLE POINT PARTNERS

Overview

Single Point Partners is an independent registered investment adviser formed as a limited liability company and SEC-registered since 2018. The firm acts as a capital allocator for individual, family and institutional clients, focusing its advisory work on financial planning, portfolio management for individuals and small businesses, and selecting outside advisers. Fee arrangements are fixed-fee rather than asset-based, and the firm does not identify as an active ESG investor. Investment posture is tilted toward equities, with a clear preference for exchange-traded instruments as the primary building blocks of client portfolios. Single Point Partners appears to use ETFs for core market exposure and liquid beta, while supplementing those positions with select mutual funds and third-party alternative managers in real estate-oriented strategies. The firm operates primarily as a discretionary manager, implementing model-driven ETF weightings alongside curated external managers when adding alternative or real-asset exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices