WhaleRock Point Partners LLC

📍 Providence, United States🗓 Founded 2006👥 8 employees
Financial Services🌐 wrpoint.com
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WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors. Founded on fiduciary principles, WhaleRock lends predictability to clients​ financial lives through a rules-based investment process, delivered with attentive service. With a policy tailored to each client, our ultimate goal is to achieve wealth preservation and accumulation over generations. Our team of investment professionals has an average of 26 years experience providing financial advice and counsel through both bull and bear markets. Since 2006, we have been helping high net worth families achieve their wealth management goals, and we currently manage and consult on over $600 million in assets.
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2006
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Frequently asked questions
When was WhaleRock Point Partners LLC founded?
WhaleRock Point Partners LLC was founded in 2006.
What industry is WhaleRock Point Partners LLC in?
WhaleRock Point Partners LLC operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is WhaleRock Point Partners LLC based?
WhaleRock Point Partners LLC is headquartered in Providence, United States.