Rock Point Advisors, LLC

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Rock Point Advisors • Practical Advice, Responsible Investing Our Process Investing The Team Insights Contact Client Login Practical Advice, Responsible Investing Rock Point Advisors is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients. Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what’s right matters. We work hard to deliver practical advice and responsible investing to help clients achieve their goals. Latest Insights: Quarterly Commentary (Q1 2026) In early 2026, markets displayed surprising resilience given everything going on in the world. US stocks and most developed international markets were down 5% or less over the course of the first quarter. With alarming headlines appearing daily since conflict broke out on February 28th, we’ve heard from many clients who expected something worse. It is natural to assume markets will reflect our concerns around current events and their implications for the future. Read More Thinking About the Unthinkable Almost a year ago, markets were grappling with the implications of “Liberation Day.” Investors were surprised by both the scale and structure of new tariffs. Stocks initially fell about 10% as markets worried that the measure

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