The HUDSONPOINT Difference

At HUDSONPOINT capital, Our Mission Statement has been serving investors for over 50 combined years. Our mission is to guide our clients toward richer, more promising returns by helping them access alternative investment strategies and vehicles.

Based on your objectives and risk tolerance, we make recommendations to your traditional investment portfolio and introduce you to a variety of alternative investments, such as real estate and private equity. Furthermore, we utilize asset allocation models to manage risk exposure.

Our vast solutions allow us to provide our clients with diversified investment portfolios that are suited for their unique investment goals and risk tolerance.We understand the value of agreeing on an investing strategy together. We want to ensure that, as our client, you are comfortable with your strategy and confident in your choices.

Letter from Our Founder

Many years ago, I noticed that most Americans had the same type of portfolio. Point at any random businessperson in a crowd, and you can guess—with some accuracy—that they’re holding mutual funds and stocks, which usually live in their IRA and 401k accounts.

To be clear, there is nothing wrong with this type of investing. Not most of the time, anyway. But if we’re to be honest, most people feel forced into this traditional investing style because they believe it’s their only choice.

The problem with indexed investing is that it abandons portfolios to the whims of the market, such as the sudden downturn in which we now find ourselves.

Right now, even savvy investors aren’t sure where to turn to hedge against volatility. One investor with 40 years of experience and who had invested in the last four bear markets admitted to The New York Times that he was paralyzed by the speed of this collapse.

If institutional investors are panicking, what chance do hard-working retail investors have? Their life savings are tied up in a passive portfolio structure that is completely vulnerable to the seismic market activity we are now experiencing.

To make matters worse, hard-working investors believe that uncorrelated assets, like alternative investments, are reserved for only the wealthiest and most affluent of institutional investors.

But we don’t believe that has to be the case. We built HUDSONPOINT to even the playing field for retail investors, giving them access to institutional alternative investments, such as real estate, hedge funds, private equity, and venture capital.

When you break free from reliance on the markets for your long-term investments, it’s liberating. You’ll have the opportunity to explore typically illiquid investments, like real estate, income- and growth-oriented private deals, and hedge funds where you can long and short the market.

Simply put, alternative investments may even the playing field. They give retail investors access to investment vehicles that were once exclusive to institutional wealth. They offer investor’s portfolio a potential tactical advantage, which may reduce market exposure while enhancing lifetime value.

If you’re interested in learning more about alternative investments, give us a call. We’ll gladly answer your questions.

Be well,

Russ Zalatimo
Russ Zalatimo
Founder, Managing Partner

Meet Our Team

At HUDSONPOINT capital, Our Mission Statement has been serving investors for over 50 combined years. Our mission is to guide our clients toward richer, more promising returns by helping them access alternative investment strategies and vehicles.

Russ Zalatimo
Founder, Managing Partner
Jillian L. Doyle
Executive Vice President, Operations
Andrew Brower
Sr. Vice President
Daniel Claps
OSJ Principal, Sr. Investment Advisor
Graham Falbo, CFP®, CIMA®, CEPA®
Sr. Vice President
Mark A. Gassoso
Investment Executive, Registered Principal
Brandon Henry
Associate
Mike Kang
Investment Executive
Juan Matallana
Investment Executive, Private Client Group
Jay Mota, CFP®, CDFA®, WMCP®, ChFC®, MAFF®
Sr. Vice President
Joseph Persiano
Associate
Omar Rajjoub
Vice President, Private Client Group
Alexandra Salvador
Customer Experience Associate
Shaun Stein
Sr. Vice President
Tim Strebkov
Art Director
Terron Tidwell
Sr. Vice President, Private Client Group

Learn How Smart
Money Really Invests

Download our whitepaper to learn more about alternative investments and how large financial institutions strategically use alternative assets to maximize their returns.

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