Valuepoint Partners, Inc.

Overview

Valuepoint Partners, Inc. is a small, fee-based advisory firm that concentrates on discretionary portfolio management for individuals, small businesses and institutional clients. The firm’s investment profile is equity-forward: a large majority of client assets sit in exchange-traded equities, and its advisory work emphasizes managed equity exposures delivered through separately managed accounts and exchange-traded vehicles. Valuepoint Partners follows a traditional asset-allocation approach that uses liquid, transparent instruments as the core of client portfolios while complementing equity exposure with targeted alternative allocations for income and diversification. Advisory services are delivered on a percentage-of-AUM fee model, and the firm’s practice is oriented toward customization at the account level rather than pooled proprietary strategies. It does not present itself as an ESG-focused manager and operates with a concentrated client base, allowing for hands-on portfolio construction and individualized management.

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Public Holdings

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Location & Offices