A complete list of active advisors currently associated with Northpointe Investment Advisory, LLC

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

NorthPointe Investment Advisory, LLC provides discretionary and non‑discretionary asset management and financial consulting to individuals (including high‑net‑worth clients), trusts, and small businesses, with particular emphasis on retirement planning and education‑funding projections. The firm manages portfolios across mutual funds, ETFs, stocks, bonds and other securities and does not impose a formal account minimum. Investment decisions combine fundamental and technical analysis and are implemented through strategic asset allocation, periodic rebalancing, and trading as needed; the firm may use long‑term and short‑term positions as well as margin, short sales and option strategies. Accounts are reviewed on a regular schedule (quarterly, semi‑annual or as agreed), and the adviser works with clients and their tax professionals on portfolio monitoring and goal tracking. Compared with many solo independent advisers, the firm’s principal maintains an ongoing affiliation with the insurance industry as a licensed insurance agent and continues to receive compensation from insurance products sold prior to the firm’s formation, though the firm states it will not sell new insurance products to advisory clients. The firm also typically custodians assets through Schwab Advisor Services and arranges fee debits via the custodian, a practice that can create custody‑reporting considerations that differ from some peers.

To learn more about the advisors currently working at Northpointe Investment Advisory, 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.