Archpoint Investors

ArchPoint Investors, established in 2009 as Botty Investors, LLC, is a financial advisor firm based in Coral Gables, FL. The firm specializes in providing wealth management and investment advisory services to families of exceptional wealth. Services are offered on a discretionary and non-discretionary basis, including separately managed accounts and private fund accounts. ArchPoint tailors recommendations based on clients' risk tolerance, time constraints, and investment objectives. The firm's investment strategies include traditional public equity and fixed income investments, as well as alternative strategies like hedge funds, private funds, and real estate investments. ArchPoint charges fees based on a percentage of assets under management, typically starting at 1%. Additional services such as accounting or performance reporting may incur extra fees. The firm may also enter into performance-based fee arrangements. Clients have the option to choose their own broker-dealer or custodian, with a recommendation for Charles Schwab Institutional. ArchPoint reviews client portfolios quarterly and provides voting services for client securities. The firm operates as a fiduciary, acting in the best interests of clients and has not been involved in any disciplinary events. ArchPoint does not compensate third parties for client referrals and does not provide custodial services for separately managed accounts.