North Point Portfolio Managers Corporation

North Point Portfolio Managers Corporation is an SEC-registered investment adviser established in 1999, located in Ohio. The firm offers continuous portfolio management services, specializing in long-only equity and fixed income management. They conduct confidential discussions with clients to establish goals and asset allocation, managing 100% stock accounts, 100% bond accounts, or a combination of both. The firm manages accounts on a discretionary basis, with a few exceptions for nondiscretionary accounts. Clients may impose reasonable restrictions on investments, and the firm allows for individualized portfolios based on risk tolerance and objectives. As of 12/31/2024, the firm actively managed $779,397,645 of clients' assets on a discretionary basis and $3,402,848 on a non-discretionary basis. Fees are based on a percentage of assets under management, billed quarterly. The fee schedule varies based on the type of account and assets under management. North Point does not charge performance-based fees and serves various types of clients, including individuals, high net worth individuals, pension plans, non-profit organizations, and corporations. The firm utilizes quantitative and fundamental analysis for investment decisions, focusing on undervalued stocks and superior business strategies. They aim to provide diversification among economic sectors and manage international exposure by purchasing U.S.-based companies with foreign sales. North Point Portfolio Managers Corporation does not engage in other financial industry activities or affiliations and has no disciplinary history to report.