Vantage Point Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,544,000
Clients
53
Advisors
3
of 3 employees
About
Vantage Point Management serves individual investors (including both high‑net‑worth and non‑HNW clients), retirement plans, trusts, estates, charitable organizations, corporations and other businesses. The firm provides discretionary investment management, project or hourly consultation, complimentary financial planning for managed clients, and participates as a model manager in a third‑party model marketplace (MMX) for other advisers.
The firm employs a modified passive framework that tilts allocations using relative‑strength analysis and offers passive, strategic and tactical models; most client portfolios are actively managed with a focus on ETFs and individual stocks and may incorporate option strategies (including covered calls) and fixed‑income guardrails. Vantage Point operates as an active model manager on the Folio Institutional (MMX) platform and reports that roughly $22.3 million of its approximately $33.4 million in reported assets is invested in those models.
Distinctive aspects include that some advisory personnel engage in other financial product activities outside the advisory fee structure—licensed insurance sales and registered futures/managed‑futures activities—earning commissions or fees that the firm treats as separate and discloses as potential conflicts of interest. The firm’s ADV also discloses past regulatory events related to management (an insurance‑license matter and a related NFA action) that were resolved and are described in the brochure for client review.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.95% $2,000,001+: 1.75%
Commission for futures transactions earned by some associated persons separately through registered futures firms; insurance commissions earned by licensed insurance agents on insurance sales separate from advisory fees.
Consultation Services invoiced at $100 per hour.
Fee-only: Investment Management Services charged as percentage of assets under management
Main office
2727 North Washington Blvd, Suite 100
North Ogden UT 84414
Advisors at this office
3
Most active in
Utah
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:
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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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Bodi N
Series 65
North Ogden, UT
Vantage Point Management, Inc.
Bodi Nageli is a financial advisor with Vantage Point Management, Inc., holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Managed Account Research Incorporated and Vantage Point Investments, Inc., as well as positions in academia and other industries. Vantage Point Management serves a range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm uses a modified passive investment approach with active management strategies focused on ETFs, individual stocks, and option strategies, and participates as a model manager on a third-party platform.
Denim S
Series 65
North Ogden, UT
Vantage Point Management, Inc.
Denim Simper is a Series 65-licensed financial advisor at Vantage Point Management, Inc. with eight years of industry experience. He has worked at Vantage Point since 2017, with a gap year in 2017-2018, and previously spent five years at Westminster College. Outside of advisory work, Mr. Simper operates a U-Haul dealership and Timberline Storage in Vernal, UT. Vantage Point Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other businesses. The firm utilizes a modified passive investment approach with active management focused on ETFs, individual stocks, and option strategies, while also offering financial planning and model management services.
Michael M
Series 63, Series 65
North Ogden, UT
Vantage Point Management, Inc.
Michael Minnoch is a financial advisor with Vantage Point Management, Inc. in North Ogden, Utah, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Vantage Point Management since 2017 and was previously with Vantage Point Investments and Managed Account Research, Inc., where he has been involved since 2003. In addition to his advisory role, Minnoch is an independent insurance agent selling fixed life contracts and is associated with Managed Account Research, focusing on managed futures, commodities, and options. Vantage Point Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of modified passive, strategic, and tactical investment strategies emphasizing relative-strength analysis across ETFs, equities, and fixed income, and manages proprietary models on a third-party platform while providing financial planning and back-office services to other investment professionals.
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