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 […]

Betsey A. Purinton, CFP® Among Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit

May 27, 2016 4:48 pm

Conference Hosts Gathering of some of the Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers New Orleans (May 20, 2016)—Betsey A. Purinton, CFP®, Managing Director and Chief Investment Officer of StrategicPoint Investment Advisors attended the inaugural Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an […]

Betsey Purinton, CFP® Quoted in the Financial Times

November 19, 2014 12:00 am

StrategicPoint is very excited to announce that our CIO Betsey Purinton, CFP® was quoted in the November 19th, 2014 Financial Times special section on Top Women Advisors. This is a huge accomplishment for Betsey and for StrategicPoint. The ar…