Briarcliff Manor, NY February, 2022 – Timber Point Capital Management and Rubin Wealth Advisors (RWA) are pleased to announce that Timber Point has been named as Outsourced Chief Investment Officer (OCIO) provider to RWA and its clients nationally. Timber Point’s OCIO solution brings together the strength of its experienced investment team, process and holistic sales and marketing support to help guide and support RWA’s investment process.
Timber Point provides global multi-asset investment solutions that can be customized to satisfy customer financial objectives and risk tolerances. Timber Point’s founder and CIO, David Cleary, spent 23 years at Lazard Asset Management where he was the Global Head of Fixed Income and lead PM on over $1 billion in multi-asset portfolios. Timber Point Capital Management was founded in early 2020, SEC registered in March 2020.
David Cleary, added, “We are extremely excited to work with Bob Rubin and RWA’s clients and to provide our OCIO expertise in helping shape RWA’s investment solution. Our OCIO solution has met with strong initial acceptance as it brings a tried-and-true institutional quality investment team, process and risk management to the wealth advisory marketplace. Our differentiated investment approach, inclusive of global investing and alternatives, is designed to meet a broad range of client risk/return mandates over various economic and market regimes. We thank RWA for their vote of confidence in our investment platform and look forward to a long and fruitful relationship.”
Bob Rubin, founder and President of RWA commented, “We are pleased to partner with Timber Point Capital Management and to offer their OCIO solution to our clients. Timber Point has a long track record of success providing customized investment solutions to institutional clients and we believe their pedigree, investment track record as well as personalized service and support will be a true value add investment solution for RWA to offer to its clients.”
To learn more about Timber Point’s OCIO investment solution contact:
Patrick Mullin, Head of Sales and Marketing
pmullin@timberpointcapital.com
phone: 914.645.7745
About Rubin Wealth Advisors
RWA is a nationally recognized full-service provider of wealth management, financial planning and business owner services. RWA investment solutions include retirement, estate and insurance planning and wealth management for individuals as well as 401(k) plans, business continuity/succession plans and mergers and acquisition advice for small and medium sized businesses. The RWA team focuses on understanding each client and building a personal relationship to build a customized wealth strategy specific to your goals and needs. RWA operates on a fee-only basis and is bound by a fiduciary standard that places your financial interests ahead of our own. Our Investment Management, Financial Planning, and Risk Management processes are the result of 125 years of combined experience serving entrepreneurs, executives and their families. RWA is committed to conservative principles in business, investing and life.
About Timber Point Capital Management
Timber Point Capital Management, LLC (TPCM) is an employee owned, New York based, boutique asset management firm that provides global multi-asset investment solutions to a wide range of clientele. Formed in January 2020, TPCM was named investment advisor to three liquid alternative mutual funds in the M360 Trust in April, 2020. The key employees of the firm have successfully worked together on multi-asset investment solutions for over 15 years, primarily at Lazard Asset Management. In addition to OCIO solutions and fund management, Timber Point manages separate account portfolios on behalf of institutions and high net worth investors. You can find more information on our website at www.timberpointcapital.com and an article on the firm’s 2020 launch can be read by clicking here.
The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice.
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