Timber Point Capital Management

SEC-regulated
Registered investment advisor
Timber Point Capital Management LLC is a registered investment adviser established in 2020, located in Briarcliff Manor, NY. The firm is owned by Beechmont Holding Corp, with David Cleary as the principal owner. As of December 31, 2022, Timber Point had regulatory assets under management of $32,520,345 million, managing money for two investment companies registered under the Investment Companies Act of 1940. The firm exclusively manages discretionary investments for registered investment companies. Timber Point's investment objective is to generate superior risk-adjusted total returns by allocating capital across global asset classes. The firm employs a rules-based system of market and macroeconomic factors to invest globally in sectors like equities, debt, commodities, currencies, and cash. Risk management is a key focus, evaluating economic and investment drivers to balance risks within a tactical allocation framework. Clients should be prepared for investment risks, as Timber Point does not guarantee performance and decisions are subject to various market, economic, and political risks. The firm does not engage in performance-based fees and does not manage proprietary funds. Timber Point uses discretion in managing client accounts and is solely responsible for investment decisions. The firm also provides details on its brokerage practices, custody arrangements, and voting client securities policies. Additionally, Timber Point has no disciplinary events and maintains a Code of Ethics to prioritize clients' interests.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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