Element Pointe Advisors, an independently owned SEC-registered investment advisor, has established its multi-family office and investment management firm specializing in UHNW clients.
The new investment management firm will be headed by co-founders Carlos Dominguez and David Savir, who will support the firm’s overall investment strategy while staying involved in portfolio management and advisory services.
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The firm will serve as chief investment officer to UHNW families, and as an advisor and portfolio manager for HNW clients.
Dominguez previously served as vice president at JPMorgan Private Bank and also as portfolio manager for a long-short equity hedge fund focused on large and mid-cap US equities.
Prior to co-founding Element Pointe, Savir was also most recently vice president at JPMorgan Private Bank. He started his career at Goldman Sachs, advising HNW clients in managing their investment portfolios.
Using Element Pointe’s open-architecture investment platform, the new firm will select managers and funds that it believes are the best fit for clients.
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By GlobalDataSavir said: "As an independent, fee-only registered investment advisor, we have a fiduciary responsibility to put our clients first at all times."
Dominguez said: "At Element Pointe, we are able to leverage our investment expertise and access to world-class research and technology for our clients. Our approach enables us to remain nimble in building and managing customized portfolios, and you can expect us to make significant tactical adjustments when asset classes become over or under-valued."
