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Rock Point Advisors, LLC

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Rock Point Advisors, LLC

Mission statement:

To work as a trusted partner in the attainment of your financial goals.

Overview:

Established in 2004, Rock Point is an employee-owned investment advisory firm serving individuals and organizations. Our team assembles and manages equity and balanced portfolios within the context of a plan developed for each of our clients.

Our investment team is dedicated to bottom-up fundamental research and socially responsible investing. We invest in businesses that we believe are substantially undervalued and may be positioned to benefit from secular trends. Our research focuses on securities that are currently out of favor with investors, because we believe that buying at a good price is associated with lower risk.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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