Investment Management

📈 A Portfolio Built Around You

  • Our process focuses on:

    • Targeted growth that simultaneously seeks to reduce risk

    • Strategies designed to help reduce fees and taxes

    • A personalized portfolio - not something off the shelf

We take the time to understand what matters to you, develop a plan that seeks to grow and protect your wealth through all market conditions.

Is Your Portfolio Working for You?

Fees - both visible and hidden - can quietly erode your returns. Do you know how much you're really paying?

We’ll help you uncover what’s inside your current investments and identify ways to reduce costs and improve performance.

Our wealth management and fee analysis tools break down what’s inside your current investments. We’ll then offer alternative strategies for your unique situation.

Royal Fund Management and Northpoint Financial LLC are not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

You may leave the current website at times. These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval of any of the products, services or opinions expressed in the link. We accept no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.