We’re pleased to have Lori’s tremendous experience to lean on as we develop our marketing efforts at Pacific Point Advisors
Renton, Washington (PRWEB)
May 06, 2017
A new Seattle-area financial advisor firm led by CEO and Chief Compliance Officer (CCO) Norm Weaver has secured a contractor-based marketing services agreement with former Ameriprise Financial and UBS Wealth Management top producer Lori Cousineau-Weaver. In her role as marketing consultant for Pacific Point Advisors, http://www.pacificpointadvisors.com, Cousineau-Weaver will not work with client assets, instead focusing her nearly 30 years of financial industry experience to share thought leadership and marketing practices for the firm.
“We’re pleased to have Lori’s tremendous experience to lean on as we develop our marketing efforts at Pacific Point Advisors,” said CEO & CCO Norm Weaver. “Our firm leverages a proprietary asset allocation model to help clients develop comprehensive and long-term investment strategies that provide a solid framework for portfolio construction. And we’ll rely on Lori to help create messaging that explains our unique offering.”
“Through a blend of strategic and tactical asset allocation, the Pacific Point Advisors team seeks to achieve specific performance targets for clients with a corresponding emphasis on wealth preservation and risk management,” continued Weaver. “To identify the ‘best-in-class’ money managers, we follow a disciplined selection process that includes an in-depth analysis of each manager based on important quantitative and qualitative factors.”
Pacific Point Advisors uses this quantitative analysis to focus on each manager’s performance, fee structure, and risk as…