A complete list of active advisors currently associated with Alton Point Advisors, LLC
Warmer can help you find a great advisor at Alton Point Advisors, LLC or one who fits your needs even better.
Alton Point Advisors provides discretionary asset management and financial planning services primarily to individual clients. The firm offers ongoing portfolio management, customized financial plans (including hourly planning engagements), and reports roughly $8.84 million in discretionary assets under management across about 26 client relationships, with no stated account minimum. Investment programs are tailored to clients’ goals, time horizons and risk tolerances and the firm uses a mix of fundamental, technical, charting and cyclical analysis across long‑ and short‑term strategies. The brochure discloses the use of options and other derivatives — including option writing (covered, uncovered and spreads) and derivative exposure in separately managed accounts — a practice the firm notes and that is relatively uncommon among similar independent advisers. The firm’s principal serves as the investment adviser representative and compliance officer and maintains outside business activities as a licensed insurance agent (earning commissions) and as operator of a separate broadcast/consulting entity. Those outside activities and the firm’s receipt of certain custodian-related benefits are disclosed in the brochure and accompanied by policies (trade reviews, disclosures, and written authorizations) intended to address related conflicts of interest.
To learn more about the advisors currently working at Alton Point Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Westminster, MD
| 18
|
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