A complete list of active advisors currently associated with Viewpoint Capital Management
Warmer can help you find a great advisor at Viewpoint Capital Management or one who fits your needs even better.
Viewpoint Capital Management is a SEC-registered investment adviser that provides comprehensive portfolio management to individuals, high-net-worth clients, personal trusts and estates, and small business owners. Services include tailored investment planning, discretionary and non‑discretionary portfolio management, and directed brokerage relationships with an independent qualified custodian for trade execution and custody. The firm’s investment approach emphasizes value and tactical, contrarian positioning, a preference for income-producing securities (with an emphasis on dividend reinvestment), and global diversification implemented through individual stocks, bonds and passive ETFs. Portfolios are constructed and adjusted based on a documented client profile that records objectives, risk tolerances and any client-imposed restrictions, with periodic rebalancing to reflect tactical views. Viewpoint manages approximately $268 million in client assets while operating with a single advisory professional, a configuration that produces an unusually high AUM-per-advisor ratio for a firm of its scale. Operationally it also uses some uncommon practices for peer firms: it maintains an internal PTE 2020‑02 worksheet and generally does not recommend 401(k) rollovers, has explicit Senior Safe Act procedures including monitoring senior accounts and the ability to restrict access, and relies exclusively on its chosen custodian for institutional services and fee debiting.
To learn more about the advisors currently working at Viewpoint Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 21
|
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