Bartlesville, OK SE Frank Phillips Blvd Office

Perspective Advisors, LLC provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and business entities, and also serves pooled investment vehicles. In addition to managing traditional accounts, the firm acts as investment adviser to a private fund (Elevate by Perspective, LP) and provides advisory services to that pooled vehicle.

The firm’s investment process is committee‑driven and model‑based: it creates written Investment Policy Statements, applies proprietary model portfolios across a numbered risk scale, and tailors allocations for individual client needs. Alongside fundamental, quantitative, technical, and cyclical analysis, the firm runs an internally managed long‑short strategy that obtains short exposure via non‑leveraged inverse ETFs and uses options and margin in limited strategies.

What distinguishes the firm from many peers is its role as a sponsor/adviser to a private pooled fund and its provision of portfolio management for that pooled vehicle, a relationship the brochure identifies as a potential conflict of interest that the firm discloses and manages. Operationally, the firm requires custody through Charles Schwab Advisor Services for client accounts and uses Pershing for fund investments, and it also discloses related business activities (including insurance and accounting/tax services) that may create additional conflicts the firm says it will mitigate.