Vantage Point Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vantage Point Investments is a fee-based registered investment adviser that provides ongoing portfolio management, financial planning and consultation services to individuals, couples, families and high-net-worth clients, as well as retirement plans and trusts. The firm operates with a small advisory team and manages roughly $40 million in client assets while acting as a fiduciary in client engagements.
The firm’s process emphasizes individualized planning — gathering client data, documenting an investment policy and implementing diversified strategies that range from conservative to aggressive, including covered-call option strategies and allocations to mutual funds, ETFs and other instruments. Vantage Point also recommends and monitors unaffiliated independent managers for portions of client portfolios and has added managed futures to the list of potential investments in recent Form ADV updates.
Distinctively, the firm is affiliated with VPI AddVantage Fund LLC, a CFTC‑registered commodities trading advisor and NFA member, and with an affiliated insurance agency, Vantage Point Insurance Services, Inc.; principals and certain representatives hold futures and insurance registrations and may provide or refer clients to those services. These affiliations — and the firm’s stated policies to disclose commissions, address conflicts and, in some cases, adjust advisory fee treatment when affiliate commissions are earned — set it apart from many peers in its size category.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Planning modular fee of $500 per module
0.5% to 1.5% annually (negotiable)
Commissions earned from insurance product sales by licensed personnel and separately from affiliated futures trading; these are separate from advisory fees
Financial Planning and Consultation Services charged at $250 per hour
Minimum fee: Minimum fee for Financial Planning or Consultation Services is $250 (one billable hour) Fee-only: Financial Planning and Consultation Services: $250 per hour or $500 per module
Main office
Sandy UT, United States
Most active in
Utah
Also doing business as
Vantage Point Investments, Inc. · Vantage Point Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Robert H
Series 63, Series 65
Sandy, UT
Vantage Point Investments, Inc.
Robert Hansen is a financial advisor at Vantage Point Investments, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various financial roles since 2003, including positions at Prosper Wealth Solutions, Sprout Financial LLC, and GBS Financial Corp. Outside of his advisory work, Hansen is associated with Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent offering fixed life contracts as part of financial plans. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized planning and diversified investment strategies, including the use of covered-call options and managed futures, and is affiliated with VPI AddVantage Fund LLC, a commodities trading advisor.
Matthew H
Series 66
West Jordan, UT
Vantage Point Investments, Inc.
Matthew Hess is a financial advisor with Vantage Point Investments, Inc., holding a Series 66 designation and 19 years of industry experience. He has worked at Vantage Point Investments since 2014, and previously at Sprout Financial LLC and SPC. Outside of advising, he is involved in custom furniture and woodworking projects and offers business consulting services. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, and trusts. The firm focuses on individualized planning and diversified investment strategies, including options and managed futures, and is affiliated with a commodities trading advisor and an insurance agency.
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