Philosophy
We believe strongly that each client is unique, and that understanding our clients' specific investment objectives and comfort levels is paramount.
Lattice
Lattice focuses on comprehensive risk strategy and management in a highly tax-efficient manner, serving private investors and families, as well as their advisors.
Risk Quiz
WhaleRock's professionals take a holistic approach to creating and maintaining an investment portfolio on behalf of clients. Start here to learn your appetite for risk.
Blog
At WhaleRock we enjoy keeping our investors up to date on what is happening around the globe and its effects on the market place. Check in with our blog and see our thoughts and insights on current conditions.
WhaleRock Point Partners, LLC
WhaleRock Point Partners, LLC, is a SEC registered investment advisor (RIA) headquartered in Providence, Rhode Island with clients throughout the United States. The firm provides customized investment advice, asset allocation strategies, and portfolio recommendations to families, endowments, foundations and institutional investors.
Founded in 2006 to help several high net worth families achieve their wealth management goals, WhaleRock has grown to manage nearly $350 million in assets. Through a multidisciplinary investment approach focused on risk management, we are committed to preserving our client's wealth while identifying investment opportunities suitable to meet their long term financial goals.
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