A complete list of active advisors currently associated with Mountainpoint Investment Advisors

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

MountainPoint Investment Advisors is a small independent advisory firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and certain nonprofit entities such as foundations and endowments. The firm reports about $21.2 million in assets under management and customizes services to client goals, while generally targeting account sizes around $500,000 without a formal minimum. The firm uses a mix of fundamental and technical research to construct portfolios of stocks, bonds, mutual funds, and exchange-traded funds, and implements investment decisions on a discretionary basis tied to each client’s financial plan. Accounts are monitored on an ongoing basis with quarterly performance reviews and a recommendation for at least annual client meetings to update plans and objectives. Compared with many solo independent advisers, MountainPoint’s client mix includes charitable organization clients (foundations and endowments), a relatively uncommon client type for firms of this size. The firm’s sole adviser holds a CFA and an MBA and also manages a reinsurance/insurance company’s internal general account in a separate role, a relationship the firm discloses and says it will supervise to avoid conflicts of interest.

To learn more about the advisors currently working at Mountainpoint Investment Advisors, 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.