ArchPoint Investors
Family Office Wealth Management
ArchPoint Investors
Family Office Wealth Management
Family Office Wealth Management
Family Office Wealth Management
Founded in 2009 as Botty Investors, ArchPoint Investors is an SEC Registered Investment Advisor dedicated to meeting the financial objectives of our Family Office clientele. With offices located in Chicago and Miami, we service clients in the United States, Europe, and South America.
As trusted advisors we...
Understand our clients' financial goals and priorities
Develop individualized strategies
Construct and actively manage portfolios to maximize value
Deliver unparalleled client service as a priority
Cultivate long-term collaborative partnerships with our clients
We strive to achieve...
Preservation of Capital with a benchmark free, valuation intensive, real return focus
Diversification because all investments are uncertain
Risk Management to reduce the risk of permanent losses
Customized Portfolios based on objectives, time horizon and estate needs
Opportunistic Investing drives the asset allocation
Alfredo formed ArchPoint in 2009 to service the investment needs of sophisticated investors with complex portfolios. From 2004 to 2009, Alfredo was Managing Director of Levy Family Partners, a Chicago based Family Office. He has served on the boards of Petro Capital and Eagleridge Energy, LLC. Alfredo earned a Bachelor of Arts in Economics from Vanderbilt University and MBA from the Kellogg School of Management.
Ralph joined ArchPoint in 2009 following a fourteen year career at Hartline Investment Corporation, a Chicago based advisor specializing in family investment services, where he served as portfolio manager for equity, fixed income and long/short equity strategies. He currently serves on the IAA government relations committee based in Washington, DC. Ralph earned a Bachelor of Arts in Economics from the University of Michigan. He is a CFA charterholder, member of the CFA Society of Chicago and a Chartered Investment Counselor.
Alex joined ArchPoint in 2012 after serving as Chief Investment Officer for TCS Group, a single family office in Chicago. From 2004 to 2009, Alex was Principal of Investment Strategy for Cedar Hill Associates, a Registered Investment Advisor. Earlier experience includes 10 years as an equity analyst and portfolio manager, including four years dedicated to short selling at a long/short equity hedge fund. Alex earned a Bachelor of Arts from Augustana College and MBA in finance from the University of Chicago. He is a CFA charterholder and member of the CFA Society of Chicago.
Send us a message, and tell us about your financial goals and needs. We will get back to you soon to schedule a consultation.
2701 S Le Jeune, Suite 1111, Coral Gables, FL 33134
Monday - Friday: 9am - 6pm EST
ArchPoint Investors
2701 S Le Jeune Rd, Suite 1111, Coral Gables, Florida 33134, United States
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