Broker Check

Investment Analysis

ClearPoint Financial utilizes a team of Chartered Financial Analysts (CFA) to provide institutional quality research to evaluate investment menus. A unique scoring system provides a single point to measure and evaluate the general health of an investment, consisting of style, risk-return, peer group, and qualitative analysis. Online and in-house created reports provide clients with instant access to the information they need.

We will work with the retirement plan committee to develop and maintain the plan’s investment strategy, which is codified in an investment policy statement (IPS). The policy statement is used as a guide to evaluate your current investment offerings, measure them against applicable indices, your existing provider’s complete menu, and the broader universe of investment options. The intended result is confidence that your plan’s investments are diversified, well managed, and address the stated objectives of your IPS.

  • Investment Due Diligence – institutional quality, proprietary research, conducted by an in-house CFA-led team of analysts.
  • Fiduciary Monitoring System – investment policy statement feedback and investment monitoring tool.
  • Expense Analyzer – comprehensive investment level fee analysis.