A complete list of active advisors currently associated with Vantage Point Management, Inc.

Warmer can help you find a great advisor at Vantage Point Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Vantage Point Management, Inc., 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.