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Point Olema Capital Partners is a private investment office serving families and foundations. We build and manage custom, institutional-quality portfolios designed to protect and grow capital over multiple generations through our extensive investment experience, institutional-style structure, and, in our view, access to exceptional investment talent.
OUR FOUNDING PRINCIPLES
Independence
We are owned by our employees and clients, which we believe creates alignment with clients and differentiates us from sponsor-backed or publicly traded investment firms. This structure allows us to prioritize our clients’ objectives without outside shareholder pressures.
Stewardship
We consider ourselves long-term stewards of capital, dedicated to providing customized solutions for each client with the highest standards of care, discipline, and integrity.
Excellence
We hold ourselves to the highest standards, striving for excellence in both our team’s performance and in the client experience we deliver.
Performance
We strive to deliver superior risk-adjusted returns across all market conditions, anchored by an unwavering focus on long-term results.
Transparency
We provide clear and consistent portfolio reporting to empower our clients with a comprehensive understanding of their investments.
Alignment
We strive to place our clients’ best interests at the center of everything we do. And, as fiduciaries, we are obligated to act in clients’ best interests.
Ongoing Commitment
At Point Olema, we are dedicated to delivering a disciplined investment process while responsibly stewarding capital for multiple generations, ensuring lasting prosperity and stability. Drawing upon investment experience shaped by leading institutional endowments and family portfolios, we strive to bring expertise and insight to our clients.
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