PIVOT POINT ADVISORS, LLC

Overview

Pivot Point Advisors, LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals, families and small businesses. Its advisory work centers on financial planning and portfolio management, with a fee model that combines percentage-of-AUM billing with hourly and fixed-fee options. The firm shows a clear preference for equity exposure, allocating a large portion of client assets to exchange-traded equities. It is not positioned as an ESG specialist, does not act as a capital allocator to third-party alternative managers, and does not identify itself as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices