A complete list of active advisors currently associated with Rock Point Advisors, LLC

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

Rock Point Advisors provides discretionary portfolio management and investment counseling to individuals (including high‑net‑worth clients), trusts, retirement plans, corporations, and charitable organizations. The firm manages portfolios using publicly traded equities, fixed income, ETFs, mutual funds, structured products, and cash, and typically establishes new relationships with a $500,000 minimum. The firm’s process emphasizes fundamental analysis and exclusionary/qualifying screens, with client‑specific Investment Policy Statements and ongoing account reviews to guide implementation. Rock Point commonly implements strategies on a discretionary basis and discloses the use of borrowing (margin) in separately managed accounts and the use of complex products such as leveraged/inverse funds and structured notes when appropriate. Rock Point is distinctive among similar team firms for its role as a manager within wrap fee programs, where reporting and IPS practices can differ from its direct client relationships, and for explicitly including margin balances when calculating assets under management and fees — a practice it identifies as creating a potential conflict that clients may restrict. The firm has also disclosed use of AI tools in service delivery and maintains third‑party arrangements for proxy voting and class action claim processing.

To learn more about the advisors currently working at Rock Point 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.