A complete list of active advisors currently associated with Three Main Points LLC

Warmer can help you find a great advisor at Three Main Points LLC or one who fits your needs even better.

Three Main Points LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals and corporate clients, managing roughly $14.4 million across a small client base. The firm provides advice on U.S. and foreign equities, U.S. Treasuries, ETFs and options and uses an institutional custodian platform for trade execution and custody. Portfolios are tailored to each client's objectives and may employ a mix of long- and short-term trading, option-writing, and exchange-traded products as appropriate; the firm also uses third‑party analytical tools, including AI/LLM-based tools, to support research and planning while retaining human review of outputs. For certain qualified clients the firm offers performance‑based compensation arrangements, including an option tied to outperformance versus an S&P 500 ETF benchmark and an alternative high‑water‑mark/hurdle structure. Noteworthy features that distinguish the firm from many peers include a significant non‑U.S. client presence and the combination of performance‑fee arrangements with active derivative strategies, both of which are statistically uncommon among similar independent advisers. The adviser’s technical background and explicit use of AI tools for research and administrative workflows also differentiate its operating approach from more traditional small advisory practices.

To learn more about the advisors currently working at Three Main Points 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.