Institutional Investment Management with Boutique Service
At Timber Point Capital Management, we know that bigger is not necessarily better. That is why we set out to create an investment firm with institutional investment expertise supported by personalized service for discerning high net worth individuals.
With your input, we can create customized portfolios that fit your unique investment goals and objectives. Our accessibility and flexibility allows us to work with you in a highly efficient manner because we know your time is important.
Working collaboratively with your key advisors, or utilizing our trusted network, Timber Point will help you build appropriate portfolio solutions which provide for you and your family’s well being now and into the future.
Why Timber Point Capital Management is Different:
Investment Experience Matters
- Our investment team has worked together since 2004 at top tier investment institutions serving high net worth and institutional clientele.
Multi-Asset Portfolio Approach
- Differentiated from 60/40 static portfolios, our investment approach utilizes alternatives and global investing.
Engaged and Collaborative Planning
- The only constant is change, both the markets and your financial goals. We create a custom and dyanmic portfolio that is suited for your particular life situation.
Accessibility and Service
- However you prefer to communicate, we are here. Our service is a differentiator. Simple, yet not widely available.
“The team at Timber Point realizes that effective investment management for individuals is more than just the stock market – it is about creating a portfolio solution to match a client’s wealth and financial goals.”
David Cleary, CFA – Timber Point Capital Management, Founder & CIO
Solution Oriented Investing
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⦁Personal goals and risk tolerances color the investment solutions created.
⦁ Risk orientation, tax status, and income needs help drive the strategic allocations.
⦁ Diversified, low-cost investments are a meaningful component of the portfolio.
Dynamic Investing Strategy
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⦁ Global multi-asset portfolios include equities, debt and alternative investments.
⦁ We are not beholden to any one asset class, investment style or strategy.
⦁ Investment allocations evolve as economic and market cycles change, over time.
Anticipatory Framework
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⦁ A forward looking, top-down, global framework drives investment decisions.
⦁ Macro economic trends, policy inputs and geo-political variables are evaluated.
⦁ We anticipate and profit from secular and cyclical moves in the investment landscape.
Ready to get started? Schedule a quick call below.
Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.