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
(4Q 2024)

The idea of American exceptionalism goes back to the Revolutionary War when the colonists declared their commitment to liberty and self-determination. Since then, the term has been used to describe many different views on America’s special place in the world. In recent decades, the concept has been extended to the financial arena. With wide disparities in global stock market performance again in 2024, American exceptionalism is getting a lot of attention in the press these days.

Quarterly Commentary
(3Q 2024)

US stock indexes advanced 3.2% in Q2, again led by large technology names even as most stocks declined. Since their abysmal performance in 2022, a handful of the tech giants have ridden the AI wave and accounted for more than one-half of gains in the major US stock benchmarks.

Quarterly Commentary
(2Q 2024)

US stock indexes advanced 3.2% in Q2, again led by large technology names even as most stocks declined. Since their abysmal performance in 2022, a handful of the tech giants have ridden the AI wave and accounted for more than one-half of gains in the major US stock benchmarks.