Find your freedom and security with a team built on integrity.
Experience the freedom to feel secure in your finances. Allow us to meet and exceed your expectations through clear, consistent communication and attention to detail.
As a Registered Investment Advisory firm, we act as a fiduciary, providing advice that is solely in our clients’ best interests. We align our interests with those of our clients, so we succeed when they succeed. It is our mission to become the most trusted advisor for all of our clients’ needs, well beyond their finances. Over the last couple of decades we’ve witnessed the public lose faith in Wall Street. As such, all of the members of the Twelve Points team strive to follow the Twelve Points of The Scout Law. In fact, our founder, Dave Clayman, has achieved Eagle Scout, the highest rank in Scouting.
Not Doing RFPs for your Retirement Plan? Learn Why This Can Be a Costly Mistake Your Organization is Making.
Thursday, 6/17 @ 12:00 PM
A well-conducted RFP will help retirement plan fiduciaries find the best service providers and also position them to respond to fiduciary breach claims. Conducting regular RFPs is part of a prudent fiduciary process. We will discusses the benefits of RFPs for service providers, and details the basic steps of conducting an ERISA RFP.
We believe everyone deserves sound financial advice.
Here are some examples of the areas we focus on.
The Freedom to Protect, Mitigate, and Plan For What Matters.
Foundations & Endowments
The Freedom to Focus on Your Mission
The Freedom to Confidently Create Your Future