A complete list of active advisors currently associated with Axis Point Capital

Warmer can help you find a great advisor at Axis Point Capital or one who fits your needs even better.

Axis Point Capital, LLC provides fee-only investment management and, for select approved clients, performance-based advisory arrangements to individuals, trusts, estates, self-employed persons, small businesses, retirement plans, non-profit organizations and financial institutions. Its primary offering is the APC Hedged Equity, a discretionary hedged strategy that combines a concentrated set of long equity positions with options used for hedging and selective short exposure. The firm’s approach centers on a focused portfolio (typically ten or fewer long equity holdings) paired with options strategies and occasional use of leverage or margin, using fundamental and technical analysis and sometimes frequent trading. While the Focused Strategy is generally not individually tailored, Axis Point assesses client suitability before offering it and allows clients to impose written restrictions (for example, limiting options or excluding certain industries). Relative to many independent advisers, Axis Point’s use of performance-based (incentive) fee arrangements for qualified clients is a notable difference and the firm describes high-watermark and allocation policies intended to address conflicts arising from such fees. The combination of a concentrated, hedged equity mandate and selective incentive-fee relationships distinguishes the firm’s service model from more typical percentage-of-AUM, broadly diversified portfolio management.

To learn more about the advisors currently working at Axis Point Capital, 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.