The Artificial Intelligence trend, and receding inflation, catalyzed strong equity returns in the first half of the year. However, market concentration, diverging global monetary policy, and political uncertainty appear likely to heighten volatility through year-end.
About us
Element Pointe is an independent multi-family office and wealth management firm. This company page, and certain press articles referenced or linked to herein, are provided for general information purposes only. Any discussions of securities or investment strategies should not be construed as research or investment advice. Investment advisory services are only provided to investors who become Element Pointe Advisors, LLC (dba, Element Pointe Family Office) clients pursuant to a written account agreement, which investors are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change without prior notice. There is no guarantee that any of the views and opinions expressed herein will come to pass. Nothing herein should be construed to limit or otherwise restrict Element Pointe Family Office's investment decisions. Investing in the stock market involves gains and losses and may not be suitable for all investors. Element Pointe Advisors, LLC (dba, Element Pointe Family Office) is an SEC registered investment adviser located in Miami, Florida. Any references to the terms “registered investment adviser” or “registered,” do not imply that Element Pointe Family Office or any persons associated with Element Pointe Family Office have achieved a certain level of skill or training. Element Pointe Family Office's presentation materials are limited to the dissemination of general information regarding its investment advisory services to consumers located in the United States. Element Pointe Advisors, LLC, (dba, Element Pointe Family Office) does not provide tax or legal advice and no portion of the services rendered should be interpreted by you as legal or accounting advice. We recommend that you seek the advice of a qualified attorney and/or accountant if needed.
- Website
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https://elementpointe.com/
External link for Element Pointe
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Miami, Florida
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Wealth Management, Investment Management, Fixed Income, Equities, Alternative Investments, and Family Office Advisory
Locations
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Primary
Get directions
333 SE 2nd Ave
Suite 2520
Miami, Florida 33131, US
Employees at Element Pointe
Updates
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U.S. equities bounced back sharply in May from April's selloff. While the Fed left interest rates unchanged, it announced plans to begin tapering its quantitative tightening program. Learn more in Element Pointe's Monthly Market Insights...
Monthly Market Insights: June 2024
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Element Pointe reposted this
Senior Vice President - Investment Management at Element Pointe Family Office
Thank you Titan Investors for the opportunity to speak on the Private Markets Panel at the Miami Active Exchange yesterday! #TitanInvestorsExchange
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Element Pointe reposted this
As we cautioned in last month’s monthly outlook, equities pulled back in April as the narrative around yields, inflation, and Fed rate cuts changed. With sentiment more balanced and continued resilient economic activity, we expect the market to trade rangebound through the summer months.
Monthly Market Insights: May 2024
elementpointe.com
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As we cautioned in last month’s monthly outlook, equities pulled back in April as the narrative around yields, inflation, and Fed rate cuts changed. With sentiment more balanced and continued resilient economic activity, we expect the market to trade rangebound through the summer months.
Monthly Market Insights: May 2024
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Stephen O'Connell, CFA, CAIA, Senior Vice President on Element Pointe’s investment team, will be a panelist at next week’s Markets Group 9th Annual Private Wealth Florida Forum. The panel discussion will focus on the role of private investments in diversified portfolios, and Stephen will share insights on navigating today's complex investment landscape.
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The S&P 500 rose for the fifth consecutive month and is off to its best start since 2019. Yet, we are becoming increasingly cautious regarding the near-term outlook for the market as yields, inflation, positioning, and sentiment are all key risks being overlooked by many investors.
Monthly Market Insights: April 2024
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Anthony J. LaBrake, CFP® recently sat down with John Manganaro at ThinkAdvisor to discuss the ways in which Element Pointe advises ultra-high net worth families in managing their total wealth, including not only investment management, but also in-depth analyses of cash flow and spending. Click here to read the full article. https://lnkd.in/e52zhrQd
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The performance of the Magnificent Seven stocks, ongoing interest in Artificial Intelligence, and further indications of an economic soft landing have contributed to this year’s gains in the S&P 500. In our monthly market outlook piece, we share our thoughts on the current economic landscape and markets.
Monthly Market Insights: March 2024
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Element Pointe CEO, David Savir, recently joined Michael Kitces on the Financial Advisor Success Podcast to discuss the evolution and growth of Element Pointe, the unique aspects of managing wealth for ultra-high net worth families and family offices, and the firm’s creation of a Path to Partnership for its team. Listen to the full podcast interview here: https://lnkd.in/erwWMbRR
#FA Success Ep 371: Pairing Equity Appreciation Rights With Partnership Equity To Retain Long-Term Advisor Talent, With David Savir
https://www.kitces.com