ASSET MANAGEMENT
The best plans require qualified implementation.

 

Our advisors deliver full-service options to match your plan. As an added layer of personalization, Vantage Point is an independent financial services firm, offering a wide array of fiduciary asset management options.

Our goal is transparency in all respects.

That’s why our compensation is fee-based–unless commission is more beneficial to you in the long run. The choice is always yours.

Serving with:

  • Credentialed, experienced advisors
     
  • Fiduciary*, customized advice
     
  • Custom portfolio strategies
     
  • 401K guidance
     
  • Independent: no proprietary financial products, parent company, or quotas

*When providing advisory services


Vantage Point Key Strategies:

Asset Allocation: We use the Nobel Prize-winning Modern Portfolio Theory to build your investments, a strategy designed to minimize risk for your expected return.
 

Foundation/Endowment Modelling: Our clients can now use the same strategies and assets as high-dollar institutions and endowments. Private equity, hedge funds, and private real estate no longer require million-dollar investments, and these alternatives help diversify portfolios and can deliver a better overall risk to return ratio.
 

Tactical Tilting: We use reliable strategies to trend portfolios towards growing opportunities, without relying on risky, emotional market timing.
 

Time Segmentation: We manage risk by your life schedule. When it’s time to take retirement income, our approach positions your portfolio for the short, intermediate, and long term. That helps you meet current needs with lower risk, while positioning money you’ll need later for more growth over time.

Prefer to manage your own account? We also offer brokerage account options through LPL Financial.

Please note, There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.​