Twelve Points Wealth Management

Twelve Points Wealth Management provides investment advice on a discretionary and non-discretionary basis. They determine a client's investment goals and allocate assets accordingly, providing ongoing supervision. They also offer financial planning and consulting services, which are generally included in the advisory fee, but may be charged separately for extraordinary services. Twelve Points Wealth Management may recommend other professionals like attorneys or accountants, but clients are not obligated to use them. The firm uses a third-party platform, Pontera, to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion.