Signalpoint Asset Management

Our Story

At SignalPoint Asset Management, we are a team of advisors and financial professionals with decades of experience managing finances for families and institutions. We are not stock brokers or insurance agents, but rather advisors and counselors who help our clients achieve their financial goals.

Our Approach

We take a straightforward and disciplined approach to managing finances. We believe that every client is unique, and we take the time to get to know each individual by understanding their risk comfort using a sophisticated tool called Riskalyze. This helps us build a tailored portfolio that aligns with their specific goals and risk tolerance.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our services include:

• Comprehensive Financial Guidance: We work closely with our clients to understand their financial goals and risk tolerance, and provide personalized guidance to help them achieve their objectives.
• Tailored Portfolios: We build well-diversified and logical portfolios that align with each client's specific goals and risk tolerance.
• Riskalyze: We use a sophisticated tool called Riskalyze to help our clients understand their risk comfort and build a portfolio that aligns with their risk tolerance.

What Sets Us Apart

At SignalPoint Asset Management, we pride ourselves on our transparent and straightforward approach to managing finances. We believe that our clients should always know what they are paying for and what they can expect from us. Our pricing is simple and clear, with a single and competitive fee that covers all services.

Our Team

Our team of advisors and financial professionals are dedicated to helping our clients achieve their financial goals. Our team includes:

• Managing Partner and Chief Executive Officer, Jon Timson
• Co-Founder and Senior Portfolio Strategist, Jay Handy
• Chief Operations Officer and Advisor, Michael Orzel
• Executive Vice President and Advisor, Andrea Batey
• Executive Vice President and Advisor, Carolyn Hoffman
• Wealth Management Advisors, Preston Smith, Gerri Mach, and Kim Hamilton
• Chief Compliance Officer, Walter Costenbader
• Wealth Management Advisors, Michael Orzel and George Timson

Get in Touch

At SignalPoint Asset Management, we believe in taking the time to get to know our clients and understand their unique financial goals and risk tolerance. If you are looking for a financial advisor who will take the time to understand your needs and provide personalized guidance, then we would love to hear from you. Please feel free to contact us at your earliest convenience.