Pivot Point Advisors, LLC

Pivot Point Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, private investment entities, trusts, estates, charitable organizations, and small businesses. Services are delivered through standardized domestic and international stock, fixed income, and ETF portfolios offered via Pivot Point Capital Management, LP, with custom portfolios available on a case-by-case basis.

The firm employs quantitative and semi-quantitative long-only stock strategies that use computerized analysis of balance sheet data and historical price performance, alongside ETF strategies for fixed income and global equity exposure; portfolios are rebalanced on schedules ranging from approximately monthly to quarterly and can exhibit high turnover in certain market environments. Pivot Point typically manages accounts on a discretionary basis, allows clients to exclude specific securities, and charges percentage-of-AUM investment management fees while receiving no transaction-based commissions.

Notably, the brochure indicates the firm advertises performance results to prospective clients, a practice that is uncommon among peers in its category. Other distinguishing features include a small owner-led team operating standardized “tranche” subscriptions (which can produce differences in holdings or prices across groups), a combined algorithmic and human-overlay approach, and the use of a single institutional custodian for execution and custody.