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.

The firm is a fee-only, state-registered independent investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, retirement plans, small businesses, non-profits and certain financial institutions. In addition to percentage-of-AUM management, it offers performance-based fee arrangements to select, qualified clients. Its primary offering is a hedged, concentrated equity strategy that typically holds a limited number of long equity positions and uses options and short positions to implement hedges and express views; the strategy is offered only to clients who meet the firm’s suitability criteria. The firm may employ frequent trading, option writing, short sales and leverage when appropriate, and clients may impose written restrictions (for example, limiting the use of options). What is distinctive is the combination of performance-based compensation and a focused hedged-equity approach using derivatives — a mix that is relatively uncommon among solo independent advisers and can produce different incentives and risk profiles than more conventional, broadly diversified managers. The firm manages a small number of client relationships on a discretionary basis, operates as fee-only and does not act as custodian of client assets.

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.