Pivot Point Advisors LLC

Open
5959 West Loop S Ste 333
Bellaire, TX 77401
Pivot Point Advisors was formed in 2004 by Marc Schindler, a seasoned specialist in financial planning and Martin Gremm, a tested portfolio manager, to offer objective and rational investment management to individuals and institutions. Individuals, institutions, and professional investors too often rely on their intuition to make investment decisions. While a select few are very successful with this approach, in most cases those who adhere to a more disciplined approach achieve better long-term investment performance. Based on this observation, Pivot Point Advisors emphasizes rational, data-driven decision-making in all investment portfolios. This ensures that investment decisions are based on measurable facts rather than the latest news story, investor mood, or other typically fleeting influences. We take the same approach in our financial planning practice. Historically, investment performance has been more bumpy than most mathematical models predict. A good estimate of the size of these bumps is especially important for assessing whether a client has saved enough to retire. Most commercial financial planning tools do not fully take these risks into account, so we developed our own that does. This helps us provide an objective assessment of client's finances. We do not recommend any commission-paying financial instruments such as insurance policies, annuities, and certain mutual funds. Commissions could skew our recommendations towards products with higher commission rates. To avoid this conflict of interest, our only compensation comes from the clients. We are a 'fee-only' practice.
Own this business?
See a problem?

You might also like

Accounting services, except auditing, Financial consultant, Lighting consultant

Mattox, Terrell & Associates

Mattox, Terrell & Associates, Inc is a property tax firm dedicated to the property owner - our client. Service specialities include: Negotiating property tax assessments can be better described as an "art" instead of a science. There is no magic to what we do ; effort is the driving force. Quite often, effort is the only difference between the person who strives for success and the person who attains it. The secret to success in the property tax business lies in knowing more about the property than the taxing authorities do. At Mattox, Terrell & Associates, Inc, we are familiar with every aspect of the tax problems you face and offer time tested, proven methods of solution. We excel at appealing Harris County property taxes in Texas and we have affiliates throughout the United States. Our integrity is unsurpassed among government tax authorities ; they know we won't waste their time. Because property tax officials are increasingly scrutinized by outside agencies, they expect well-documented, hard evidence to substantiate any proposed value changes. With full documentation of our position in hand, we are prepared to negotiate and follow the administrative appeal process as far as necessary to obtain the desired outcome. Property taxes are the largest single expense item, exclusive of debt service, on a commercial property's profit and loss statement. This fact is compounded by complicated bureaucratic procedures and heavy case loads which increase the likelihood of an inaccurate assessment. It makes good business sense to constantly monitor and control property taxes on an annual and ongoing basis. Mattox, Terrell & Associates, Inc manage real and personal property taxes with the strongest commitment to service.
United StatesTexasBellairePivot Point Advisors LLC

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.