A complete list of active advisors currently associated with Five Points Investment Advisors, LLC

Warmer can help you find a great advisor at Five Points Investment Advisors, LLC or one who fits your needs even better.

Five Points Investment Advisors, LLC is a single-advisor independent investment adviser that provides ongoing portfolio management and investment advice primarily to individuals and high‑net‑worth individuals, and also serves charitable organization clients. The firm documents each client’s goals and constraints in an Investment Policy Statement and offers services such as asset allocation, security selection, and regular portfolio monitoring. FPIAL’s investment process emphasizes equities but also uses mutual funds, fixed income, ETFs and non‑U.S. securities, and employs fundamental, quantitative and technical analysis. The brochure discloses the use of long‑ and short‑term trading, margin and options strategies when appropriate; accounts are managed on a non‑discretionary basis, reviewed monthly by the principal, and clients receive monthly custodial statements. Compared with many small independent advisers, FPIAL manages roughly $40.7 million across about 26 accounts while explicitly not using third‑party managers and not accepting performance‑based fees. The firm also identifies Schwab Institutional as its recommended custodian (noting possible soft‑dollar research benefits) and describes formal policies for fair allocation of limited investment opportunities and for accommodating client‑imposed investment restrictions.

To learn more about the advisors currently working at Five Points Investment 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.