Why Clearpoint?
Independent, Objective Advice
ClearPoint Financial has no proprietary products, and we are not affiliated with any investment managers. Our unique services enable us to engage with clients exclusively on their behalf. The advice we deliver is unbiased and focused on the single objective of meeting your investment goals.
Comprehensive Services and Strategies
Plan Level Services
Our customized menu of consulting services supports the unique needs of plan sponsors:
- Plan design consulting – makes your plan more effective and efficient
- Investment policy statement – documents a formal and prudent plan management process
- Trustee review meetings – ensures you are meeting stated objectives
- Investment analysis (by Chartered Financial Analysts) – ensures recommendations are free of bias and conflicts of interest
- Fee disclosure – details all plan fees and revenue sharing
- Vendor benchmarking – ensures your company is using the right service providers for your needs
- Fiduciary status – provides you with written acknowledgement of understanding
- A dedicated client relations manager – brings a wealth of experience and direct accountability
Participant Level Services
Individualized investment education/advisory services to empower employees to take a more active role in their financial future:
- ClearCommunication Plan – establishes a clear plan of action with success parameters
- ClearCoaching – grants employees access to an experienced advisor for on-site group meetings, telephone and web-based interaction
- Financial wellness program – helps your workforce become smarter consumers of debt and credit
- Group education workshops – enhances financial understanding through a wide range of customizable seminars
- Quarterly webinars – presents regular opportunities to participate in timely, educational topics
- Personalized advice – addresses each participants’ individual needs through one-on-one financial counseling