Five Point Investments

Five Point Investments LLC provides investment management and financial planning primarily to individual and high‑net‑worth clients, offering services that range from an Investment Account Setup Kit and one‑time comprehensive financial plans to ongoing investment management and full‑service planning. The firm also describes hourly consulting engagements and customized educational seminars and speaking engagements for schools, organizations, and small groups.

The firm’s investment process emphasizes diversification and Modern Portfolio Theory, typically using mutual funds and ETFs for tax‑efficient allocation while integrating tax planning into account selection and placement. It generally operates with discretionary authority when engaged, selectively employs options and buffered ETFs for hedging or income strategies, and incorporates behavioral finance guidance and considerations about how investment income can affect eligibility for government programs.

Distinctive features compared with many investment‑manager peers include an explicit focus on client education and concise hourly advice—offering workshops and pay‑as‑you‑go consulting that few firms in this category provide. The brochure also highlights planning for culturally specific life events (such as bar mitzvahs, weddings, and support for family members in Kollel) and a small, single‑owner operating model with modest discretionary assets, which may make its services more accessible to smaller or newer investors.