After 20 years in the financial services industry, President and founder, Ryan D. Hale, created Quadripoint Investment Management in 2017 with the goal of providing clients customized financial strategies through a dedicated relationship-driven process. In fact, the firm name was chosen with purpose and meaning. Similar to our focus, words beginning with the letter Q are rare. Furthermore, if you have ever played Scrabble, then you know that the pairing of the letters Q and U provides a special combination. In our case the U, is you, and we are well aware without you the client, Quadripoint would not exist. Your decision to partner with one of our consultants, is deeply appreciated and will be followed by an unwavering commitment to you, your family, and your financial needs.
Our process is to focus on you and your “quadripoint”. It is where the four corners of your financial plan: budgeting, tax planning, estate planning, and risk management converge to arrive at your investment considerations. Your financial consultant’s technique is to review your broader plan to help solve for the investment solutions which best fit your financial goals, tax profile, timeframe, and overall risk parameters. The intent is to take a complex world and simplify it. Like setting a compass, through periodic reviews of the four areas of your plan and investment allocation, we help to keep you on course of your financial destination.
The number one goal of clients is to enjoy a comfortable retirement and to have a road map for that retirement income plan. We feel our firm’s philosophy, experience, tools, and unique process help our clients remain on track whether you are accumulating for retirement or enjoying the income needs phase of life post-employment. Your financial consultant works closely with you, your attorney, and tax professional as if we are in a quad chair lift ascending that retirement mountain together.
Every fall, I return to my alma mater, University of North Carolina-Chapel Hill for a football game. Besides being a proud Tarheel, what I enjoy most is walking the campus and seeing the students congregate at the central meeting place, the quad. We invite you to visit us at “our quad”. Our office is located at 4A Shapleigh Rd. Kittery, Maine.