Investment management for CRNAs
Investing,on point.
Low cost. Tax aware.
Built around your life.
You work hard for your money. We build and manage a portfolio around what you want it to do, with clear decisions, ongoing discipline, and less for you to keep track of.
Our investment philosophy
Three principles. Every portfolio.
Keep costs
low.
Low-cost ETFs and index funds usually form the core, especially in retirement accounts. Individual stocks, bonds, and active funds can play a role when the purpose is clear. Every added cost needs a reason.
Invest
tax-efficiently.
What you keep matters. We consider taxes when buying, selling, and rebalancing. Tax-loss harvesting and direct indexing can add value in suitable taxable accounts when the potential benefit justifies the fees and complexity.
Right asset.
Right account.
Your brokerage account, traditional IRA, and Roth have different tax treatment. We consider where each investment belongs, bringing the accounts together around one household allocation.
Time, not timing
A plan you can stay with.
Markets will do market things. Our job is to help you make sound decisions before, during, and after the rough patches.
Why staying the course matters →Choose the risk before the ride.
We look at how a decline would feel and whether your finances could handle it. Your timeline, income, withdrawals, and cash reserves guide the mix.
Rebalance with a reason.
We use deposits, withdrawals, and dividends first, allow some drift, and weigh taxes before trading. When your life changes, we revisit the allocation.
Your next move
Give your investments a clear job.
Choose investment management through On Point Portfolios, or bring investments, planning, and eligible tax preparation together with On Point+.
Investing involves risk, including loss of principal. Diversification, rebalancing, and tax strategies do not guarantee results. Tax-loss harvesting may defer taxes rather than eliminate them. Services depend on your agreed scope.