WINNING POINTS ADVISORS, L.L.C.

Overview

Winning Points Advisors, L.L.C. is an independent registered investment adviser that manages concentrated equity-oriented portfolios for individuals, families and select institutional clients. The firm identifies as a capital allocator and combines direct equity exposure with mutual funds and third-party manager selection when appropriate. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management for investment companies, and selection of sub‑advisers. Winning Points Advisors also operates an insurance brokerage function alongside its advisory services. Fee arrangements are flexible: the firm uses percentage-of-AUM fees as well as hourly and fixed-fee engagements and other fee structures depending on client needs. The firm does not identify as an active ESG investor and is classified as a single-state adviser rather than a multi-state practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices