A complete list of active advisors currently associated with Stillpoint Capital

Warmer can help you find a great advisor at Stillpoint Capital or one who fits your needs even better.

Stillpoint provides portfolio management and model-driven asset allocation primarily implemented through exchange-traded funds and index mutual funds, and it offers additional strategies such as targeted vertical options spreads and discretionary cryptocurrency trading where clients elect to participate. The firm’s brochure describes services to individual and high‑net‑worth investors and notes advisory fees are charged as a percentage of assets under management, a common arrangement among investment managers. Investment decisions are guided by proprietary market models that compare asset classes head‑to‑head and adjust allocations between growth‑oriented and conservative ETFs on a weekly, monthly, or quarterly basis. The firm describes a disciplined use of option‑spread overlays that typically deploy a small portion of an account to seek modest gains, and it limits use of inverse, leveraged, volatility ETFs and cryptocurrency exposure to defined, circumstance‑dependent allocations. A distinctive feature is that the firm’s principal is a licensed attorney with advanced academic degrees and recent legal practice experience; the brochure clarifies the adviser does not provide legal services to clients and encourages separate legal counsel. The firm operates as a sole‑member advisory business, reported no assets under management as of the brochure date, and combines proprietary ETF screening with an options‑overlay and explicit crypto risk limits in a way that is less common among comparable managers.

To learn more about the advisors currently working at Stillpoint Capital, 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.