A complete list of active advisors currently associated with Counterpoint Asset Management LLC

Warmer can help you find a great advisor at Counterpoint Asset Management LLC or one who fits your needs even better.

The firm provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as trusts, estates, and other entities, through managed accounts and sub-advisory arrangements. Services center on ongoing portfolio monitoring, implementation using mutual funds and ETFs, and reporting to clients on a periodic basis. Investment decisions are driven by mean-variance portfolio optimization and a mix of passive and tactical fund allocations, with separate strategies that include a systematic, quantitative trend-following approach for high-yield exposure and SMA variants designed to manage short-term downside risk over multi-year market cycles. The firm also creates and licenses indexes and may use model-driven allocations that target specific after-tax or risk-tolerance profiles for clients. What is distinctive is the firm’s affiliation with an owned mutual fund complex and a related distribution vehicle: the adviser serves as both manager and sub-adviser and typically anchors about half of client portfolios with funds advised by its affiliated adviser. That ownership overlap and the fact that several supervised persons split responsibilities with the affiliated fund entity present potential conflicts of interest that the firm discloses and manages through fee offsets and disclosure, which is less common among peers.

To learn more about the advisors currently working at Counterpoint Asset Management 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.