Flying Point Asset Management LLC is a fee-only Registered Investment Advisory firm based in Chappaqua, New York. Alan Nadel is the Principal of Flying Point Asset Management LLC.
The firm specializes in the construction and management of conservative equity portfolios. A portfolio typically contains public equities, ETF’s and individual bonds. Clients choose among different model portfolios depending on financial goals and personal risk tolerance. Alternatively, the firm refines and enhances a client’s existing portfolio by identifying risk areas and adjusting investment strategy to meet the client’s goals.
The firm’s investment philosophy is based on minimizing taxes and transaction costs while maximizing returns using high-dividend paying stocks and a covered-call writing strategy.
TD Ameritrade is the custodian for all client assets.