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  2. How We Do it
  3. Investment Philosophy

Investment Philosophy

Our investment philosophy is to “Control the Controllable.” By focusing on the controllable aspects of portfolio structure – risk, diversification, costs, tax efficiency, and behavior – we believe we set our clients up to benefit from the asymmetric positive rewards that accrue to investors that are willing to take investment risks. By focusing on our client’s financial planning needs and aligning them with portfolios that are less likely to make them “panic” during downtimes, we believe we further enhance the probability of capturing the rewards of investing over time.

We aim to produce an investment experience that delivers a high probability of financial planning success while allowing the client to remain comfortable and committed to their long-term investment strategy. We strive to find the proper mix of investments, so the overall strategic asset allocation is aligned with each client’s:

• Risk Capacity, which is their ability to handle investment risk given the strength/weaknesses of their financial plan, and their;

• Risk Tolerance, which reflects the clients’ willingness to accept volatility and short-term portfolio drawdowns in exchange for the positive long-term expected returns that markets will deliver over time.

 

How We Do it

  • Our Process
  • Investment Philosophy
  • Portfolio Construction
  • FAQS

Contact Us

We would love the opportunity to become your trusted advisor.

AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free:
Email: info@atwob.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY
10536 United States

 

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View AtwoB's Client Relationship Summary-Form ADV Part 3 ("CRS") here.

There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request, or by clicking here. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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