Graypoint LLC

Graypoint LLC is a registered investment adviser founded in 2019 through a merger. The firm offers investment advisory services to various clients, including individuals, high-net-worth individuals, families, charitable organizations, corporations, and retirement plans. They provide personalized investment portfolios based on client needs, with account supervision on both discretionary and non-discretionary bases. Additionally, Graypoint LLC offers financial planning services covering areas such as personal finance, tax planning, investments, insurance, retirement, and estate planning. The firm acts as a fiduciary, obligated to act in the best interests of clients and disclose any conflicts of interest. Clients must have a minimum of $500,000 in assets under management, which may be negotiable. Graypoint LLC does not accept performance-based fees and has not faced any legal or disciplinary actions. The firm's investment strategies include fundamental, technical, quantitative, and qualitative analysis, as well as asset allocation and mutual fund/ETF analysis. Graypoint LLC may aggregate trades and offers check writing authority, trusteeship, and account transfer services. Clients receive quarterly statements from the custodian holding their assets, and the firm does not vote proxies on behalf of clients. Graypoint LLC has no financial commitments impairing its ability to meet client obligations.