POINT 2
Quantitative Precision,
Unconventional Risk Management:
POINT 2 - Elevating Investment Excellence
Position Your Portfolio with POINT 2
POINT 2 is a Multi-Generational Investment System that aims to enhance profits while mitigating risk. By reducing volatility and drawdowns, POINT 2 strives to help investors stay invested in our well-crafted long-term strategy when markets are turbulent.
Please see detailed disclosures at the bottom of this page for more information.
Lower Risk Can Mean Lower Volatility
Investors with long time horizons often fail to account for risk in traditional investments. Absolute returns can mislead investors as they fail to account for an investment’s risk. By adjusting return for risk, an investor can compare return per unit of risk with various investment options. Trend-Following systems, like POINT 2, may be able to increase risk-adjusted returns compared to traditional investment strategies like buy and hold.
Please see detailed disclosures at the bottom of this page for more information. Read more about POINT 2 including associated risks here.
POINT 2 Aims to Help Investors Stay Invested
POINT 2 is a Multi-Generational system that attempts to minimize bias by applying a consistent, quantitative, signal-based strategy while investing in an array of 13 pre-screened Exchange Traded Funds (ETFs). The respective ETFs include the following: Stocks, Bonds, Gold, Commodities and Real Estate.
Aims to Lower Volatility
The system’s quantitative signals are based on Relative Strength: A weighted-average return, ranging from 1-month to 12-months, is used to rank the 13 ETFs. The system buys ETFs that are in an uptrend, and sells out of ETFs that have underperformed relative to the other ETFs or have fallen below their respective moving averages. By reducing volatility and drawdowns, POINT 2 strives to help investors stay invested in our well-crafted long-term strategy when markets are turbulent. POINT 2 comprises portfolios designed to match four risk profiles: Cautious, Moderately Bold, Bold, and Very Bold.
Four Investment Profiles
The Point 2 Investment system includes portfolios designed to meet four different investment profiles. They range from the most conservative (Cautious), to moderate (Moderately Bold and Bold), to the most aggressive, (Very Bold). Your time horizon, risk tolerance, and investment objectives will determine which portfolio is appropriate for you. Within each portfolio exchanged-traded funds (ETFs) are utilized to minimize fees and expenses while offering broad asset diversification.
Ethics & Fiduciary Duty
We have an exceptional ethical responsibility to act in the best interest of our clients at all times. Protecting your assets is our legally binding fiduciary duty. It’s important to be aware that not all financial advisors are fiduciaries. That means they can act in their own self-interest, and recommend investment vehicles and products based on the commissions they earn instead of what is best for their clients. The fact that investment management is an intangible product makes high ethical standards all the more important in the financial services industry.
Please see detailed disclosures at the bottom of this page for more information. Read more about POINT 2 including associated risks here.
Managing Director, Forte Capital Group
Kevin R. Smith
As a Chartered Market Technician (CMT) and Certified Financial Technician (CFTe), I have dedicated the past 15 years to honing my expertise in the investment field. Drawing from my experiences in the military and as the Head of a Wealth Management Team, I have researched, tested, analyzed, created, and managed an array of investment systems. POINT 2, a quantitative investment system that leverages mathematical and signal-based techniques, is the culmination of that experience. It blends asset protection with growth potential and aims to help investors enhance profits, mitigate risk, and ensure a thriving and secure financial future.
Chairman & CEO, Forte Capital Group
Roger Monteforte
Roger is the Founder and CEO of Forte Capital Group. He is portfolio manager for the Innovation X family of venture capital funds. He previously served in various capacities at multiple Wall Street firms and has over two and a half decades of experience in the financial industry. Roger oversees over $1 billion in client assets. His expertise spans multiple asset classes and investment products. He attended St. John’s University and holds Series 7, 63 and 24 licenses.
DISCLOSURES
This advertisement is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Before making any investment decisions, investors should carefully consider their investment objectives, risks tolerance, and financial situation.
This investment strategy utilizes a variety of investment products, including ETFs, to achieve its objectives. Please note that ETFs carry risks, including market volatility, liquidity risks, tracking errors, and other risks associated with the specific ETFs in this strategy. Additionally, this strategy involves trading activity that may generate transaction costs, which could reduce the strategy's overall performance. Investors should carefully review the strategy's fees, risks, and costs before investing.
This advertisement is not intended for use by residents of jurisdictions where the advertisement or its content is not permitted. Investors should consult their financial advisors for personalized investment advice and recommendations. By accessing or viewing this advertisement, investors acknowledge that they have read, understood, and agreed to the above disclosures.
Advisory Services offered through ATCAP Partners, LLC, a Registered Investment Advisor with the SEC and affiliate of Ceros. CEROS Financial Services, Inc (CEROS)., Member FINRA/SIPC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC. Forte Capital Group is a branch office of CEROS.
Past performance is not a guide for future performance, future returns are not guaranteed. There are inherent limitations in hypothetical portfolio results as the securities are not actually purchased or sold. The indices mentioned are used for comparison purposes, are related to the market in a broad sense and thus may differ from the model portfolios in their level of volatility.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Forte Capital Group to provide information on a topic that may be of interest. Forte Capital Group is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Important Consumer Information: This communication is strictly intended for individuals residing in the United States of America. No offers may be made or accepted from any resident outside the specific states referenced.
Investments may lose value.
Not FDIC insured.
How the POINT 2 Investment System Works:
Point 2 is an investment system that uses both a trend-following and a relative strength strategy. The two strategies within the system provide separate signals generated from a stock-market integrated dynamic spreadsheet. This simple/non-complex algorithm generates signals that are 100% mathematical/quantitative. The signals do not dynamically change the four models within the system; the Portfolio Manager manually changes the models and rebalances to generate trades.
Risks specific to the POINT 2 System:
There are risks associated with investing in securities. Any investment includes risk of loss. Loss of principal is possible.
The S&P 500 index is a capitalization weighted index of 500 stocks representing all major domestic industry groups. It is not possible to invest directly in an index.
The types of securities held by a comparison benchmark may be substantially different from the investment strategy. An investor should consider the investment objectives, risks, charges, and expenses of the investment and the strategy carefully before investing.
There is no guarantee any investment strategy will generate a profit or prevent a loss. Investing in securities markets involves risk, including loss of principal.