Clear Point Advisors, Inc.

CLEAR POINT ADVISORS INC. is an SEC Registered Investment Advisor firm founded in 1998, specializing in personalized investment management services for individuals, pension and profit sharing plans, trusts, charitable organizations, and small businesses. The firm, previously known as Steven Brill Advisors, Inc., has principal owners Steven C. Brill, Barry Dampf, and Robert Levine. They offer fee-only investment management services, focusing on tailored asset allocation based on client objectives and risk tolerance. Investment strategies include a mix of assets like ETFs, REITs, and individual securities, with a global diversification approach. Clients receive quarterly reports detailing portfolio performance and asset allocation. CLEAR POINT ADVISORS INC. does not act as a custodian of client assets, maintaining limited custody through a third-party custodian. The firm provides retirement plan consulting services and may offer personal financial planning on a fixed fee or hourly basis. Fees are based on a percentage of assets under management, with a suggested minimum portfolio size of $500,000. The firm does not use performance-based fees and does not vote proxies on client securities. Clients have the right to limit sharing of personal information. The firm's advisors have strong educational backgrounds and professional designations, ensuring high standards of service. For more information, visit www.cptadvisors.com.