YCharts helps the hybrid RIA stay current, deliver a high-touch client experience, and make a compelling case for alternatives at every stage of the client relationship.
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About HUDSONPOINT capital:
HUDSONPOINT capital is a boutique wealth management firm based in Jersey City, New Jersey, built on a core belief: the most dynamic investment opportunities should not be reserved only for institutional investors and the ultra-wealthy. The firm provides retail, high-net-worth, and ultra-high-net-worth investors access to alternatives including pre-IPO opportunities, private equity, private credit, real estate, venture capital, hedge funds, and structured notes at minimums that make them accessible to a much broader range of investors. With over 50 combined years of experience, the team pairs these solutions with comprehensive, personalized wealth management tailored to each client's goals and risk tolerance.
Summary
Graham Falbo, CFP, CIMA, CEPA at HUDSONPOINT capital, came to the firm after years as a partner on a private wealth team at a major wirehouse. His goal was to build something more dynamic: a practice that brings institutional-grade alternative investments to clients of all types, paired with a fully customized wealth management platform built around each individual's needs.
After cycling through an outsourced CIO program and a legacy comparison tool that left him working around their limitations, he landed on YCharts.
"YCharts makes it easy to walk into any meeting fully prepared. It simplifies my process and helps me stand out when it matters most."
Graham Faldo, Sr. Vice President, HUDSONPOINT capital
The Challenge
HUDSONPOINT capital was built to level the playing field for investors who believed institutional-grade alternatives were out of reach. Delivering on that promise across a broad client base requires more than access to the right investments. It requires the ability to explain them clearly, benchmark them honestly, and tailor the conversation to wherever each client is starting from.
After leaving his wirehouse, Graham engaged an outsourced CIO program that delivered monthly updates and marketing materials but was primarily ETF and beta-focused with limited customization. When he made individual investment decisions alongside the program's recommendations, attribution analysis became difficult, and the platform could not tell the full story of what his portfolios were actually doing. A legacy comparison tool from a prior broker-dealer had the data, but was too overwhelming to use efficiently in practice.
He needed something in between: rigorous enough to support a sophisticated investment process, nimble enough to use live in any client conversation, and visual enough to make alternatives land for any investor sitting across the table.
"No matter what the market throws at us, I always feel informed and ready. That confidence translates directly to my clients."
The Solution
Prospecting with a complete portfolio picture. Using YCharts' intuitive portfolio analysis tool, Graham builds mock portfolios for prospects that incorporate both liquid securities and alternative investment data. Prospects see a true side-by-side comparison of their current holdings against HUDSONPOINT's models, making the case for alternatives in a way that is visual, specific, and grounded in their actual situation. For high-net-worth clients in particular, the ability to show a comprehensive, personalized portfolio view is often what moves a prospect toward a decision.
Attribution analysis that backs up every recommendation. One of the first things Graham noticed after switching to YCharts was the ability to run proper attribution analysis on his actual portfolio decisions, not a generic beta-weighted benchmark. When clients ask why a strategy outperformed or how it held up during a drawdown, he can answer with precision. That specificity builds trust across his entire client base, particularly with investors who are new to alternatives.
Covered call monitoring and proactive outreach. Graham maintains a dedicated YCharts dashboard tracking strike prices across client positions involving covered calls on low-basis, high-value holdings. When positions approach their strike, he reaches out before clients have to ask. It is a practical example of how YCharts helps him stay ahead of his book rather than manage it from behind.
AI-assisted reporting that keeps his voice. Graham uses YCharts' AI-generated market commentary as a foundation for monthly client reports, selecting relevant data points and layering in his own analysis. The result is a consistent, efficient reporting process that scales across his client base without sacrificing the personal touch that defines the HUDSONPOINT experience.
"The AI features have transformed how I handle monthly reporting. What used to take hours now takes a fraction of the time, and the output still sounds like me."
The Results
- Serves clients across the full wealth spectrum with consistent, data-driven portfolio storytelling
- Makes a compelling visual case for alternatives, including pre-IPO opportunities, private equity, and private credit for investors at every level
- Runs attribution analysis on actual portfolio decisions, strengthening client trust from first conversation through ongoing management
- Stays ahead of market volatility with real-time model updates and AI-assisted commentary that reflects his own voice and analysis
- Proactively manages covered call positions through a dedicated dashboard, keeping clients informed before they need to ask
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Value Delivered:
1. Real-time model management and attribution analysis that supports a fully customized investment process
2. Visual portfolio storytelling that makes alternatives accessible and compelling for every investor
3. Operational tools that keep Graham ahead of his clients at every touchpoint, from prospecting through reporting