Do it your way
with our open architecture investment platform

We offer the investment expertise and customized investment solutions to help independent financial advisors build long-term, risk-managed portfolios tailored to meet the specific goals, needs, and risk tolerance of their clients.

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Our investment approach seeks to protect and growth wealth

StockPointDigital provides and invesment methodology and porfolio solutions based on a risk-managed approach.

Balance

We believe it’s critical to defend against the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We therefore develop and implement investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.

Risk Management

Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client’s risk tolerance and focuses on strategies that manage risk and attempts to limit large losses by utilizing strategies with low correlation to broader volatile market activity.

Diversification

We combine strategies to help minimize downside risk. While each of our strategies has its own methodology, our main goal is to limit large-scale losses. For both performance and protection, we believe diversification across multiple risk-controlled strategies is critical to successful wealth management.

Independent Advisory

We take an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situations of each investor. We take our role of fiduciary very seriously and act in the best interests of our clients.

Investment strategies
— designed for you

We provide a wide spectrum of investment options to help our advisors develop and implement actively managed long-term investment strategies for individual investors. We seek to maintain a risk-managed approach toward investing, and our portfolios range from conservative to moderate to growth to allow for any of your client's risk tolerance preferences.

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Turnkey model portfolios

StockPointDigital's RAISE (Risk, Appropriate, Investment, Strategy, Evaluation) core models are designed by our investment committee and serves as a guide to help advisors create portfolios that match client's risk tolerance.

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Do it your way with our investment platform

Leverage the expertise of our investment analyst or create and manage portfolios on your own from a variety of investment solutions.

Do it for me

Turnkey solutions using RAISE core models which are globally diversified, risk-based model portfolios.

Do it with help

Risk-based templates for any client portfolio that are fully scalable and supports mass customization.

Do it myself

Leverage our expanded roster of investment options, where StockPointDigital still performs ongoing manager due diligence of all strategies, funds, and managers.

StockPointDigital ASSET MANAGEMENT

A new way to invest - introducing StockPointDigital Asset Management

StockPointDigital Asset Management offers advisors unique investment options designed to increase their probability of success in today's market. With 8 professionally designed and managed ETFs, and our Summit Series, we blend several instruments with varying risk tolerances to keep individual investors portfolios aligned with their unique financial goals.

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Our investment universe

More investment choices for you and your clients from the best in the industry.

Invesco

Fidelity

Charles Schwab

ARK Invest

Dimensional

First Trust

BlackRock

Vanguard

JP Morgan

PIMCO

VanECK

And More!

Frequently Asked Questions

What companies and managers are on StockPointDigital’s open architecture investment platform?

Our open architecture investment platform is built to deliver a solid investment universe, strategy diversification, and portfolio selection. Our investment rooster includes various investment vehicles, from traditional to alternatives, including ETFs, mutual funds, bonds, and individual securities, structured products, from best-in-class brand names to smaller boutique firms, including Invesco, Fidelity, Charles Schwab, ARK Invest, Dimensional, First Trust, BlackRock, Vanguard, JP Morgan, PIMCO, VanECK, and many more.

Does StockPointDigital have custom model portfolios?

Yes. StockPointDigital offers our investment advisors access to our RAISE model portfolios. These portfolios are professionally designed by our Chief Investment Officer and our seasoned investment committee and range from Conservative to Moderate to Aggressive for various risk tolerances.

Does StockPointDigital provide any market insights or commentary for advisors?

Yes, our investments team frequently puts out market updates, news, videos, and insights. These include monthly Market Watches, CIO notes, quarterly updates, and other timely market updates to provide our advisors with the most up-to-date market commentary available.

Does StockPointDigital offer advisors investment training?

Yes, StockPointDigital offers various levels of investment training. Our PASS Core training will walk advisors through our RAISE (Risk Appropriate Investment Strategy Evaluation) investment process and how to utilize the StockPointDigital platform, including our custom portfolios and open architecture platform.

‍PASS Advanced is for more seasoned advisors, where they receive in-depth education on total portfolio construction and navigating today's markets. You will learn ways to incorporate structured notes, Buffed ETFs, hedged equity, and our recently launched StockPointDigital Asset Management, including our NEW BAM ETFs and Summit Series.

What is StockPointDigital Asset Management?

StockPointDigital Asset Management (BAM) offers individual investors investment options designed to increase their probability of success. BAM provides a wide spectrum of investment options (8 ETFs and our Summit Series). It is designed to help individual investors maintain a risk-managed approach across their risk tolerance preferences. BAM offers advisors growth, value, dividends ETFs, intermediate and ultra Short Bonds, and Active, Opportunities, and Yield ETFs.

Still have unanswered questions? Get in touch

Yes, we offer an entire spectrum of support including a disciplined communications process that provides updates on everything from investment and business topics to marketing materials you may need.

Discover how StockPointDigital can help you build a better business.

StockPointDigital, LLC and its representatives are in compliance with the current filing requirements as required by those states in which StockPointDigital Capital Management, LLC maintains clients. StockPointDigital, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Previous Address: 2690 Mission St, San Francisco, CA 94110, United States

Current Address: 100 University Ave, 8th Floor, Toronto, ON M5J 2Y1, Canada