Vantage Point Management, Inc.

Updated today

Find your advisor

Client assets under management

$14,544,000

Clients

13% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$274,415

About

Vantage Point Management serves individuals (including high‑net‑worth clients), retirement plans, trusts, charities and business entities, providing ongoing investment management, periodic financial planning and hourly consultation services. The firm is fee‑based and primarily charges percentage‑of‑assets fees for discretionary portfolio management while also offering back‑office and model licensing services to other advisors.

The firm emphasizes individualized portfolios that blend actively managed and modified passive approaches, using ETFs, individual equities, fixed income and options (including covered calls), and it operates a suite of proprietary strategic, tactical and passive models on a Model Manager Exchange platform. Clients receive a discovery process and tailored investment policy work, and the adviser integrates relative‑strength rules and systematic/model overlays when implementing allocations.

Notable differences from many peers include material outside business activities and product sales: the firm’s principal is involved with a separate commodities trading/advisory entity and associated futures brokerage activities, and certain personnel are licensed to sell insurance (with normal commissions), all of which the firm discloses as potential conflicts and manages through policies and client disclosures. The brochure also discloses prior regulatory events related to an insurance license matter and an NFA conditional registration, and a substantial portion of assets are managed on the firm’s MMX model platform, which the firm highlights in its disclosures.

Client services

Financial planning Portfolio management

Consultation services, back-office services for unaffiliated investment advisers

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $2,000,000: 1.95% annually $2,000,001+: 1.75% annually

Commissions

Insurance commissions earned by licensed agent Denim Simper; Commissions earned from futures trading by Michael Minnoch in separate capacity

Project-based

$100 per hour for consultation services

Other

Fee-only: Advisory fees only; no commissions for securities recommendations

Main office location

Vantage Point Management, Inc.

2727 North Washington Blvd, Suite 100

North Ogden UT 84414, United States

Number of offices

Most active in

Utah

Disclosures

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 801-605-3344

Advisors at this firm

Denim S

Series 65

North Ogden, UT

Vantage Point Management, Inc.

Denim Simper is a Series 65-licensed advisor with Vantage Point Management, Inc., where he has worked since 2014 in various capacities, accumulating seven years of industry experience. He also operates a U-Haul dealership and Timberline Storage in Vernal, UT, which comprise a notable portion of his non-investment activities. Additionally, he is an independently licensed insurance agent. 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 across ETFs, equities, and fixed income, and offers discretionary portfolio management, financial planning, and back-office services.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management Founder/Business Owner Retired

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management Founder/Business Owner Retired

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support