High Pointe manages equity portfolios for its institutional clients and offers asset allocation solutions to its high net worth, individual clients.

The firm's equity management philosophy is to search for stocks that are undervalued relative to their quality and growth prospects. High Pointe has created a unique methodology for measuring quality via its Franchise Quality Score metric which takes into account ESG and other intangible assets. The firm's investment process uses sophisticated mathematical techniques as well as fundamental research, as described in detail in the Investment Process section.

High Pointe's asset allocation solutions for high net worth individuals are based on assessing a client's investment time horizon, risk tolerance and cash flow needs. High Pointe's investment team has extensive knowledge and experience in assessing the merits of various asset classes and funds which allows it to create investment solutions that take advatange of market opportunities in a cost effective manner.