Sandy, UT Office

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.