FourthPoint adds the dimension of a an unconflicted fiduciary financial advisor to the relationships between you, your loved ones, and institutions. Hence our name. As a Registered Investment Advisory firm, we manage assets and 401k plans, craft genuine financial plans; and design or repair life insurance and annuity strategies. We are in the advice business.
Our Value Proposition Our clients gain from our uncommon depth and width of financial know-how, delivered on a fee-only fiduciary business model.
We subscribe to the Standards of Professional Conduct of the Certified Financial Planner® Board. One client labeled our founder "the Red Adair of financial planners" after we reconfigured his investing and insurance program. Red was a famous Texas oilfield engineer who specialized in extinguishing well fires and restoring sites to production around the world.
A Registered Investment Advisory Firm. Please see our Disclosure Page. Not available in all states. Telephone 301.263.1170