Vantage Point Investments, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 156887
- Website
- www.vpassets.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals67.25%
- HNWI32.75%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Vantage Point Investments, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection/oversight of outside managers. Its fee arrangements are flexible, including percentage-of-AUM billing alongside hourly, fixed-fee, and other pricing structures. Vantage Point identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Contacts
3 of 3Alicia Hansen
ShareholderCRD 6094731
Matthew Hess
AdvisorCRD 5428376
Robert Hansen
Owner / AdvisorCRD 3072326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Meziab Capital Management, Inc.
RIAC & S Capital Management, Inc.
RIABismarck, AR
Azimuth Wealth Advisors
RIASan Diego, CA
Mccurdy & Andrew Investments, LLC
RIASturbridge, MA
Dawson Investment Management
RIAWalnut Creek, CA