Practical Advice, Responsible Investing

Rock Point Advisors is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients.

Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what’s right matters. We work hard to deliver practical advice and responsible investing to help clients achieve their goals.

Latest Insights:

Quarterly Commentary

The first quarter of 2022 for investors can be viewed in three parts: Valuations Normalizing (Jan. 1 to Feb. 23), War Breaks Out (Feb. 24 to Mar. 8), and Stocks Rebound (Mar. 9 to Mar. 31).

Quarterly Commentary

If you somehow knew that a pandemic was about to close borders, disrupt businesses, and transform everyday life, would you have predicted that US stocks would return 50% over the next two years?

Holiday Reflections

For many, the year-end holidays are a time to gather and savor the important things in life - family, friends, and feasts. Unfortunately, Thanksgiving was accompanied by an unwelcomed discovery, the Omicron variant, which triggered a rush to the exits in the stock market.