How We Design A Unique Investment Strategy For You



The exercise of identifying globally diversified investments and allocating them amongst various asset classes is at the heart of our investment process. Our investment portfolio structure is based on elements of award winning academic research, behavioral psychology, tax awareness, and sound discipline.  Our goal isn't sheer returns, but strong returns with reduced volatility.

In designing an investment strategy that fits you best, we start from your perspective: Your goals, risk tolerance, and life circumstances. Along with a regular re-balancing of your portfolio, we work to help you achieve the long-term success you desire to continue enjoying a prosperous life.

Fixed insurance products and services, and tax and accounting services, offered by Cape Point Wealth & Tax Management are separate and unrelated to Commonwealth.