A complete list of active advisors currently associated with StrategicPoint Investment Advisors LLC

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

StrategicPoint Investment Advisors LLC provides discretionary investment management and stand‑alone financial planning primarily to individual and high‑net‑worth clients and maintains legacy relationships with certain retirement plan sponsors, managing approximately $915 million across about 700 client relationships. Services include personalized portfolio construction and ongoing rebalancing, access to separately managed accounts and the Fidelity‑recommended custody arrangement, and optional cash‑management solutions facilitated through third‑party providers. The firm follows an active, tactical asset‑allocation process overseen by a Portfolio Management Committee that meets regularly to evaluate macroeconomic trends and sector rotations, offering six risk‑based model portfolios (including sustainable/ESG models) and the use of third‑party sub‑advisors and the FMAX platform when appropriate. Portfolios typically combine mutual funds, ETFs, commodities, alternatives and fixed income, and are reviewed and rebalanced on an ongoing basis with quarterly reporting to clients. StrategicPoint is an indirect, wholly owned subsidiary of Focus Financial Partners, which places it within a network of affiliated firms that include other registered investment advisers, broker‑dealers, pension consulting and insurance entities, and some firms that manage or sponsor private funds—relationships the ADV identifies and discloses. Those affiliations give rise to operational arrangements and potential conflicts disclosed in the brochure (for example, affiliate insurance sales through Focus Risk Solutions, historical use of Sentinel as a plan record‑keeper for legacy REPAS clients, and access to Flourish cash‑management offerings), and the firm states it manages these conflicts through disclosure and internal procedures; it also notes it is no longer onboarding new REPAS retirement‑plan clients.

To learn more about the advisors currently working at StrategicPoint Investment 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.