InstitutionalRigor.FlexibleEngagement.

Flexible Advisor Access to Institutional OCIO Depth

Who We Are

Institutional Pedigree.
Advisor-Centered Design.

Timber Point Capital Management bridges the gap between institutional investment management and independent financial advisors — delivering the depth, discipline, and resources of a major institution without the constraints.

OCIO Services

Outsourced Chief Investment Officer solutions that give independent advisors access to institutional-grade portfolio construction and risk management.

Learn About OCIO →

Advisor Partnership

We work alongside independent advisors — not in competition with them — providing the institutional depth that lets you focus on client relationships.

Investment Strategies & Funds

Proprietary strategies spanning equities, fixed income, and alternatives — built on decades of institutional portfolio management experience.

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$26B

Former Head Lazard Fixed Income

David Cleary

35+

Years Institutional PM Experience

David Cleary, Patrick Mullin

100+

Years Combined Team Experience

TPCM Team

~30%

Time Redirected to Growth

Typical Advisor Outcome

Our Team

OUR TEAM

Institutional Pedigree. Advisor-Centered Design.

Institutional background across pensions, endowments, and UHNW. Supported by a multidisciplinary team with expertise in institutional research, portfolio construction and client service.

2020

Founded

20+

Years Team Working Together

100+

Years Combined Experience

35+

Years Institutional Portfolio Management

Firm Overview

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TPCM Introduction · Timber Point Capital

Timber Point Capital Management

Timber Point Capital Introduction

Hear directly from our team about Timber Point Capital Management's investment philosophy, OCIO platform, and how we partner with advisors to deliver institutional-grade solutions.