West Point Advisory Group LLC

West Point Advisory Group LLC provides investment advisory and consulting services to individuals, high‑net‑worth clients, families, trusts and estates, offering both discretionary and non‑discretionary portfolio management as well as standalone investment consulting. Portfolios are typically constructed from low‑cost mutual funds and ETFs but may also incorporate individual stocks, bonds, alternative investments and retained legacy positions when appropriate.

The firm’s investment process emphasizes fundamental analysis and a largely long‑term orientation, with ongoing client contact to set asset allocation, portfolio construction and risk tolerances and then monitoring and rebalancing as conditions or client needs change. West Point applies internal due diligence to select investments, uses tactical reallocations or cash positions as hedges, and documents reviews and client reporting on at least an annual basis.

Notable differences from many small independent advisors include its very recent launch in 2026 under a principal who holds both CAIA and CFA designations and a long institutional background (including a partner role at Harris Associates), its formalized compliance and governance documents, and its participation on an institutional custodian platform while also offering limited‑scope consulting engagements in addition to ongoing managed accounts. Although organized with a single designated advisory principal, the firm’s written policies, institutional relationships and defined service offerings distinguish it from a typical solo‑practitioner profile.