Viewpoint Advisory, LLC

Overview

Viewpoint Advisory, LLC is an independent registered investment adviser that provides fee-based financial planning and discretionary portfolio management primarily for individuals, families and small businesses. The firm is owner-operated and registered with the SEC since 2019. Its advisory model combines percentage-of-AUM and fixed-fee engagements, with a focus on managing client portfolios on a discretionary basis and delivering financial planning services alongside institutional-style portfolio oversight for smaller institutions and business-owned plans. Investment preferences skew toward pooled public vehicles rather than direct private placements or bespoke capital commitments. The firm is not a capital allocator and does not list active ESG investing as part of its stated approach. Advisory activities emphasize portfolio management and planning-driven allocation decisions rather than running proprietary alternative investment platforms.

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Location & Offices