Founded circa June, 2011 by the Salient “Sherie Basin” – Plural: Pointers

Our Advisors don’t just blindly receive contact information from our clients. They are often carefully selected and handled for by the Point Tribe, which do the preliminary investigation and background checks.

They are named after the military phrase “You’re on Point!” – in which one or a small group of soldiers scope out the situation before the entire army moves in. While our approach to business couldn’t be any further from war, the spirit of the original term symbolically rings true. In the end, their job is to prepare our Advisors for bringing their best possible preparation and service to the client before first contact is ever made.