Article

OnePoint BFG Wealth Partners emphasizes diversification in its investment strategy, managing a mix of large, medium, and small-cap equities with a focus on international exposure. The firm is bullish on emerging markets and believes international markets may continue to outperform the U.S.

They are cautious with fixed-income investments, favoring shorter durations amid rising interest rates. The firm offers clients opportunities in hedge funds, private equity, and private credit while maintaining a flexible investment approach.

They are optimistic about oil and natural gas supply dynamics and acknowledge growing demand. Cryptocurrency investments are not standard but available upon client request. Cash is held in portfolios for optionality, although it typically represents a small portion of overall allocations.