Partner Solutions

Rock Point Advisors partners in the wealth management solutions that financial professionals develop for their clients. We seek enduring relationships with financial professionals who believe that an all cap value approach meets the needs of their clients - as either a stand-alone investment option or as part of a larger plan.

Mutual Agreement.

Our success is ultimately linked to the success that partnering professionals have with each of their clients. Our focus is on executing the plan created by the partner, and excelling in our role as investment manager.

Reporting.

Rock Point Advisors provides each financial professional with a comprehensive quarterly report. The portfolio appraisal includes historical cost information, current market values, unrealized gain and loss figures, estimated annual income, and performance calculations for each account under Rock Point's management. We include a letter detailing our current view of the markets and summaries of new and/or noteworthy securities held in the account.

For taxable accounts, Rock Point Advisors provides an annual schedule of gains and losses. We pay close attention to the tax consequences of our portfolio management throughout the year, and work to coordinate tax-loss harvesting and to minimize tax burdens.

Establishing an Account.

Rock Point Advisors maintains a relationship with a number of broker/dealers. Whether we work under a
single or dual-contract is dependent on the broker and any established relationships that may exist. Please
contact us to discuss how Rock Point Advisors might work with your firm.