STRATEGICPOINT INVESTMENT ADVISORS LLC

Overview

Strategicpoint Investment Advisors LLC is an independent RIA that runs a portfolio-centered practice for both individual/family and institutional clients. The firm leans on broad public funds and ETFs as the core of client portfolios, while blending in manager selections and third‑party strategies when appropriate. It lists financial planning, individual and small‑business portfolio management, pension consulting and the selection of other advisers among its advisory services, and it operates as a capital allocator when deploying client capital into external managers and vehicles. The firm identifies as an active ESG investor, which suggests ESG screens or factor tilts are applied within its public fund and ETF sleeve or in manager selection. Fee arrangements include traditional percentage‑of‑AUM billing as well as hourly and other charge structures, reflecting a mix of ongoing portfolio management and project‑based advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices