StrategicPoint Promotes Laura Bard to Director of Client Experience & Strategy

June 9, 2022 4:12 pm

Providence, Rhode Island, June 9, 2022 –StrategicPoint Investment Advisors announced today the promotion of Laura J. Bard to Director of Client Experience & Strategy.  In this role, Laura will expand her responsibilities from her previous position as Marketing Manager. The role of Director of Client Experience and Strategy is a first for StrategicPoint and reflects […]

StrategicPoint Promotes Derek Amey to Co-CIO

March 30, 2022 12:09 pm

Providence, Rhode Island, March 30, 2022 – In a move expected to provide long-term leadership continuity, StrategicPoint Investment Advisors announced today the promotion of Derek M. Amey to Co-Chief Investment Officer (CIO).  In this role, Derek will further expand his responsibilities from his previous position of Portfolio Manager. Amey will continue to hold the responsibilities […]

Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, Paraplanner

December 21, 2021 10:59 am

Providence, RI— (December 13, 2021) StrategicPoint announces the addition of Sherri Buteau to their team as Client Service Associate and Paraplanner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based investment advisory firm, is pleased to announce the hiring of Sherri Buteau as Client Service Associate and Paraplanner. Sherri […]

New Client Portal for StrategicPoint Clients launching soon!

March 9, 2020 10:02 am

As part of our commitment to bringing you quality expertise, planning and service, StrategicPoint is always looking to enhance our capabilities. To better serve our clients, we are excited to announce that we will be launching a new client portal in the coming weeks! The portal will provide updated account values, performance and fund holding […]

StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

January 25, 2019 10:05 am

Investment firm to offer sustainable investing portfolios to complement its traditional asset allocation investment approach. Providence, RI, January 24, 2019 – StrategicPoint Investment Advisors, in an effort to support clients who are looking to integrate personal values with their approach to investing, announced today the launch of its Sustainable Investing Services. In the socially conscious […]

StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners. “We are very pleased that Rick and Derek’s leadership skills are being recognized through […]

Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner

March 26, 2018 12:26 pm

Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based financial advisory firm, is pleased to announce the hiring of Kristina Mello as Financial Planner. In addition to working closely […]

StrategicPoint Welcomes Nixon Vaughan Amey

May 19, 2017 12:06 pm

StrategicPoint is thrilled to announce the newest arrival to the StrategicPoint Family: Nixon Vaughan Amey. Nixon arrived on Tuesday, May 16th and weighed 9lbs, 14oz.   Mommy, baby, and daddy Derek Amey are all doing well!   Congrats to the happy family!

StrategicPoint’s Aaron C. Reynolds Earns Prestigious Chartered Financial Analyst® Designation

January 31, 2017 10:31 am

Providence, RI—(January 26, 2017) – Aaron C. Reynolds, Associate Portfolio Manager at StrategicPoint Investment Advisors in Providence and East Greenwich, RI has earned the prestigious Chartered Financial Analyst® (CFA®) designation. Since joining the firm in 2011, Mr. Reynolds has been a valued member of StrategicPoint’s Portfolio Management Committee where he provides expertise in research and […]

Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided.  For the generation below this involves how much an inheritance could affect key choices they make about where they live, […]