“I actually refer to (Running Point) externally as ‘This is my family office.’” —Michael Mothner
I first met Manhattan Beach native Michael Mothner at a time when Michael was in the process of both growing a business—the digital marketing agency Wpromote—and starting a family. In this video interview, Michael recounts how the instant trust and connection he felt with Running Point made him feel comfortable and at ease as we began the process of planning his family’s financial future.
Later, Michael recounts how the Running Point team, “made up of experts in these different areas,” functions almost literally as “my family office.”
This is exactly how we at Running Point strive to make clients feel. We serve multiple families, but we want each to regard the team as their personal family office. That kind of connection between our team and your family will always be a core value here at Running Point.
Jim Schlager, CFP
Managing General Partner
Disclosure: The opinions expressed herein are those of Running Point Capital Advisors, LLC (“Running Point”) and are subject to change without notice. Running Point reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. This should not be considered investment advice or an of fer to sell any product. Running Point is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a cer tain level of skill or training. More information about Running Point, including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request. RP-21-20