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Welcome to Old Point Investment Services

Welcome to Old Point Investment Services. Please feel free to explore this site to gain a better understanding of Old Point Investment Services and how we help our clients plan for and pursue financial and life objectives.

Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communications and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our strong commitment to research. We have equipped our business with relevant and dynamic technology. These investments in our business have allowed us to provide our clients with personalized asset analysis, allocation and investment service.

Thank you for visiting. We appreciate your business.

If you have any questions or require further service please feel free to contact any member of our team.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Understanding Today's Financial Environment

We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel