A complete list of active advisors currently associated with Counterpoint

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

Counterpoint provides discretionary wealth management and financial planning services to individual and high-net-worth clients, including advice for retirement accounts and stand‑alone financial planning engagements. The firm typically constructs portfolios using exchange-traded funds and low‑cost mutual funds, while also using individual stocks, bonds, alternative investments, or legacy holdings as appropriate to client objectives. Investment decisions are informed by fundamental, technical, and cyclical analysis and are generally long‑term oriented, with tactical adjustments for rebalancing or to meet client cash needs. The advisor works directly with clients to define goals, risk tolerance and investment restrictions, monitors accounts on an ongoing basis, and implements strategies through client-designated custodians. Several operational features distinguish Counterpoint from many peers: it regularly recommends and provides oversight for unaffiliated Independent Managers for portions of client portfolios while not accepting compensation from those managers, and it offers stand‑alone financial planning on an hourly or fixed‑fee basis in addition to percentage‑of‑AUM billing. The firm also discloses that certain advisory persons are licensed insurance professionals, a practice that can introduce potential conflicts of interest related to insurance product recommendations.

To learn more about the advisors currently working at Counterpoint, 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.