It’s 6pm on March 15th. Do you know where your foundation’s current Investment Policy Statement is? The correct answer: “Yes, it’s with my other fiduciary responsibility documents. Where else [...]
As Featured In
About Twelve Points
Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry.
Our values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful and friendly guides through our clients’ financial affairs. We assist our clients in reaching their goals and fulfilling their dreams in any way we can – whether through financial planning, investment management, or using our network of contacts to provide concierge level services.
Our mission is to be THE trusted advisor for our clients. We are fortunate to work with clients who value their relationship with us as much as we value our relationship with them.