ClearPoint Capital
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Equity, Alternative Investments
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Retail
- Education
- Agriculture
- Transportation
- Construction
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2009
ClearPoint Capital is a Maine-based family wealth management firm managing $224 million in client assets, offering comprehensive financial planning and investment services to high-net-worth individuals and families. The firm provides personalized strategies to help clients achieve their financial goals and build stronger futures.
Founded by Michael Tuell in 2009, ClearPoint Capital joined Ameriprise Financial in 2020, enhancing its capabilities and resources. The firm operates offices in Bangor and Portland, Maine, and is led by Michael Tuell, with his children Jillian and John also involved in the practice.
ClearPoint Capital offers a range of services, including financial planning, investment management, and retirement planning. The firm focuses on understanding each client's unique financial situation to provide tailored advice and strategies. With a commitment to client satisfaction, ClearPoint Capital has received positive feedback for its personalized approach and comprehensive financial services.
Requirements
- High-net-worth individuals and families seeking comprehensive financial planning and investment services.
Contact
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Mentioned In
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$49.95
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$14.95
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$19.95
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$24.95
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