This is the Vantage Point Advisors company profile. Let us work hand in hand with you to accomplish even more. Vantagepoint Investment Advisers provides portfolio management for pooled investment vehicles. Lisle, IL 60532. [email protected]. Regal Wealth Management, Harfst and Associates, JTD Financial Services, NRW Asset Management. I know you’re facing new questions and making decisions that are new to you; I’d love to help you along your journey. Vantage Point Financial, LLC is a registered investment firm that has its headquarters in Lisle, Illinois. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. James Erdmann . Vantage Point Investments offers financial advisor services in 1 state: Utah. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. The purchase prices were between $310.4 and $357.62, with an estimated average price of $331.43. On top of advisory services, the firm doesn't engage in other business activities. Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management... Read more. VantagePoint Investment Advisers LLC - Assets, Funds, Holdings. Or … All content is posted anonymously by employees working at Vantage Point Advisors. Financial Advisor. Suite 419. The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Vantage Point’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Vantage Point. The information contained in this webpage does not constitute financial, investment, legal, accounting, tax or other professional advice or a solicitation for investment in Vantage Point’s funds, nor does it constitute an offer for sale of interests issued by funds that are managed or advised by Vantage Point. We’ve grown the company with positive client references and consistent referrals. Vantage Point Advisors is an independent business valuation firm with offices in San Diego, Los Angeles, New York, Portland, Seattle, and Dallas-Fort Worth. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Vantage Investment Advisors 2017 Q4 filed Jan. 24, 2018 Vantage Investment Advisors 2017 Q3 filed Nov. 13, 2017 Vantage Investment Advisors 2017 Q2 filed Aug. 10, 2017 Vantage Investment Advisors 2017 Q1 filed May 12, 2017 Vantage Investment Advisors 2016 Q4 filed Feb. 13, 2017 High-pressure sales presentation that recommends retail investors put the $4,900 cost of the software onto a credit card. The largest and only investment include Ishares Tr worth $519 million. Compliance Manager. ICMA-RC’s wholly-owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. I’m a financial advisor with 17 years experience in the financial services industry, and am passionate about helping people who have recently found success in their medical or musical careers. Vantage Point Investments is headquartered in Sandy, UT. While Vantage Point Investments advises clients across a variety of portfolio sizes, the average client balance is currently $106,037. A free inside look at company reviews and salaries posted anonymously by employees. Mark M. Black, CFP® welcomes you to Vantage Point Financial Services, LLC, a financial services firm located in Centerville, Ohio. ICMA-RC’s wholly-owned subsidiary, Vantagepoint Investment Advisers, LLC (VIA), provides investment advisory and management services to VTC with respect to the Vantagepoint Funds and VT III Funds. Vantagepoint Investment Advisers: assets under management . Vantagepoint Investment Advisers is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $44,229,162,602 (Form ADV from 2020-09-14). Vantage Point Wealth Management. Vantage Point Advisors Inc has registered with the SEC as an investment adviser. A Vantage Point Advisors approach to retirement planning starts by working with a financial advisor to identify your retirement goals and dreams. 763-587-7120. Information coming soon. We are active in our professional community and at the forefront of best practices and standards. A Registered Investment Adviser’s Form ADV must be amended promptly throughout the year with material changes and no less than once annually, within 90 days of the Adviser’s fiscal year end. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. Once you've decided where you'd like to be, your advisor will work to make a realistic plan tailor-made for you. Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements. Vantage Point Investments manages $22.5 million and provides investment advisory services for 212 clients (1:71 advisor/client ratio). Ashley joined Vantage Point Financial in July 2012 as a client services manager. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. Vantagepoint Investment Advisers Llc added to a holding in ISHARES TRUST by 21.57%. Vantage Point Financial LLC. Vantage Point Investments, Inc. (“VPI”) filed this Form ADV 2A Brochure with the Utah Division of Securities on March 30, It oversees $43 million in total assets among its 228 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. 3030 Warrenville Rd. Vantage Point Management manages $9.1 million and provides investment advisory services for 54 clients (1:54 advisor/client ratio). 763-587-7122. [email protected]. There is nothing ethical about the way things are done at/by VANTAGEPOINT INVESTMENT ADVISERS, and I speak from experience and my long association with VANTAGEPOINT INVESTMENT ADVISERS. Financial Advisor. Fixed insurance products and services offered through Vantage Point Financial, LLC, or CES Insurance Agency. There is nothing ethical about the way things are done at/by VANTAGEPOINT INVESTMENT ADVISERS, and I speak from experience and my long association with VANTAGEPOINT INVESTMENT ADVISERS. 763-587-7122. [email protected]. Vantage Point Financial, LLC offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Vantage Point Management, registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Vantagepoint Investment Advisers is based out of Washington. Vantage Point Investments, Inc. (“VPI”) filed this Form ADV 2A Brochure with the Utah Division of Securities on March 30, All requests for updated information should also be reported directly to the SEC and/or FINRA. Vantage Point Financial, LLC is a registered investment firm that has its headquarters in Lisle, Illinois. VantagePoint Investment Advisers LLC - Assets, Funds, Holdings. Office: 331.204.6209. Ashley joined Vantage Point Financial in July 2012 as a client services manager. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 30.10.2019. Of its 228 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. Search ⚲ Hello; Updating data right now, sorry for slow speeds, thanks for using AUM 13F! Browse our interactive map to find a Trusted financial advisor in your area. 763-587-7120. Personalized Planning. We offer a range of solutions – from macro-focused strategies to rigorous fundamental and quantitative approaches. James Erdmann . Since 2002 Jon has been … Change my mind !! Suite 419. VANTAGEPOINT INVESTMENT ADVISERS, LLC is a business legal entity registered in compliance with the national legislation of the State of Connecticut under the legal form of Foreign Limited Liability Company. All rights reserved. In addition to working in cooperation with your personal team, Vantage Point Advisors has a robust network of alliances for strategically implementing our business and wealth strategies. All content is posted anonymously by employees working at Vantage Point Advisors. I know you’re facing new questions and making decisions that are new to you; I’d love to help you along your journey. Vantage Point Financial LLC. At VPI we have experience, tools and talents to build a unique financial plan tailored to your personal needs. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Quick Links. phone Their last reported 13F filing for Q3 2020 included $519,015,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. As identified in SEC Form ADV Part 1, Item 11 “Disclosure Information”, the Trust Algorithm identified the following disciplinary disclosures for Vantage Point Investments: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. Information coming soon. Vantage Investment Partners is an institutional money manager. It doesn't provide financial planning services to its clients. 3030 Warrenville Rd. Vantage Point Investments, registered in 2013, serves 1 state(s) with a licensed staff of 3 advisors. And we’re proud of it. Currently Vantage Point Investments actively practices as insurance brokers or agents, or they are affiliated with an insurance company or agency. Member FINRA/SIPC. Passing Shots Blog. While we coordinate closely with your and our allied team, we remain an independent Registered Investment Advisor firm with fiduciary obligation to you. A free inside look at company reviews and salaries posted anonymously by employees. print 801-358-0441 December 4th, 2020. Who We Are. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. Vantagepoint Investment Advisers is based out of Washington. 3030 Warrenville Rd. As a result, we do not support personal reviews on the site. Retirement ; Investment; Estate; Insurance; Tax; Money; Lifestyle; All Articles; All Videos; All Calculators; All Presentations; Check the background of your financial professional on FINRA's BrokerCheck. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Since 2002 Jon has been … Their last reported 13F filing for Q3 2020 included $519,015,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Or … For the most up-to-date information, please view the applicable SEC and FINRA reports above. Read more. It makes me sad to see that in spite of this Internet Era, no one has spoken against VANTAGEPOINT INVESTMENT ADVISERS. Change my mind !! The purchase prices were between $310.4 and $357.62, with an estimated average price of $331.43. A Vantage Point Advisors approach to retirement planning starts by working with a financial advisor to identify your retirement goals and dreams. Visit Site While we coordinate closely with your and our allied team, we remain an independent Registered Investment Advisor firm with fiduciary obligation to you. 4 Vantage Point Advisors reviews. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Will FAANG Stocks Continue their Dominant Outperformance? Vantage Point Wealth Management consists of Independent Wealth Management Advisors who are looking to break away from the pressures of large firms and embrace an independent culture. Change my mind !! At Vantage Investment Partners, we understand that our biggest asset is the trust our clients place in us. Read more. Retirement ; Investment; Estate; Insurance; Tax; Money; Lifestyle; All Articles; All Videos; All Calculators; All Presentations; Check the background of your financial professional on FINRA's BrokerCheck. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc..Registered phone: 616-534-9623. Once you've decided where you'd like to be, your advisor will work to make a realistic plan tailor-made for you. Schedule Your Call. The incorporation date of this company is on 31st July 2019 and its headquarters can be found at 777 N. … A Registered Investment Adviser’s Form ADV must be amended promptly throughout the year with material changes and no less than once annually, within 90 days of the Adviser’s fiscal year end. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. She is responsible for the full range of daily activities that keep a busy Boston office and financial planning practice running smoothly. Vantagepoint Investment Advisers Llc added to a holding in ISHARES TRUST by 21.57%. © 2020 Reink Media Group LLC. Welcome to Vantage Point Financial Services, LLC. Jon Otterness . Office: 331.204.6209. You know what your biggest dreams and fears are with your financial future. Checks take place monthly. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. That is why we believe in the importance of saying what we mean and following through on what we say. Search ⚲ Hello; Updating data right now, sorry for slow speeds, thanks for using AUM 13F! Of its 228 accounts, just 12% are held by high-net-worth individuals who have at least $1 million in assets. Print Report, Is this your firm? It oversees $43 million in total assets among its 228 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Investment Advisor Phone: 616-419-3137 Email. Vantagepoint Investment Advisers is honored to have partnered with DCALTA and IPC in sponsoring this research paper. Any data inaccuracies, please contact our team. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. You have worked hard to accomplish what you have. Home | Sign Up | Log In. 763-587-7120. View Bio. After checking the disciplinary records of Vantage Point Investments, our system found no disciplinary questions to ask. Who We Are. Welcome to Vantage Point Wealth Management . Vantage Point is dedicated to expressing the investment approach and views of Fifth Set Investment Advisors. For data support, email "[email protected]". There are no warranties implied, as your results will vary. In the past fiscal year, Vantage Point Financial, LLC provided financial planning services to 11-25 of its accounts. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. Home | Sign Up | Log In. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. That is why we believe in the importance of saying what we mean and following through on what we say. It’s the degree of service we are compelled to provide – because the highly principled people we serve not only expect nothing less, but have earned it. Investing in futures and options involves substantial risk and may not be suitable for all investors. The firm is a branch office of First Allied Securities, Inc. A variety of thoughts, ideas, views on and reactions to the world of personal finance and investing. The business id is 818669. After checking the regulatory records of Vantage Point Investments, our system has identified the following question(s) to ask. Company is located in the register under the national Company number 1316838. Collectively our team has completed thousands of … Vantage Point Investments, Inc.,  a Registered Investment Adviser, offers Investment Advisory Services. A comprehensive financial plan that is designed to fit your life. Past performance is not necessarily indicative of future results. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. October 30, 2020-Much has been made of the recent performance of large U.S. technology stocks. The business status is Good Standing now. Why Defined Contribution Plans Need Private Investments. Vantage Point Financial LLC. Welcome to Vantage Point Wealth Management . We offer a full complement of business valuation and financial advisory services. The Vantage Point Wealth Management offers a comprehensive turnkey platform that allows financial advisor to work with their clients the way they want and give the advice they truly desire. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. In addition to planning and managing assets, VPI offers a full range of insurance products to protect assets, cover long term care needs and provide death benefits to protect your family. Compliance Manager. Vantage Point Management manages $9.1 million and provides investment advisory services for 54 clients (1:54 advisor/client ratio). While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Established in 2017, Vantage Point Asset Management is a leading asset management firm providing investment management, risk management, private credit and hedging solutions to institutional and accredited investors. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com’s Trust Score algorithm or review process. Office: 331.204.6209. VANTAGEPOINT INVESTMENT ADVISERS, LLC was registered on Apr 29 2019 as a foreign limited liability company type with the address 777 N. Capitol Street NE #600, Washington, DC, 20002, USA . Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. Vantage Point Investments, registered in 2013, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Financial Planning Asset Management Insurance Services. Our system found no other conflict questions to ask. Vantage Point Investments, Inc., does not directly custody assets. This could be detrimental to a client during down markets. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. A comprehensive financial plan that is designed to fit your life. Some firms receive these fees as payments, which creates an incentive to promote them. Vantagepoint Investment Advisers 13F annual report Vantagepoint Investment Advisers is an investment fund managing more than $519 million ran by Gustave Pollak. Vantage Investment Partners is an institutional money manager. With the right financial plan in place we utilize a range of financial products for you to ensure goals and expectations are met. Jon Otterness . Therefore, investors should carefully consider these risks and determine whether they are suitable for investing in light of their financial condition and investment objectives. 763-587-7122. [email protected]. Apply for Trusted badge | Vantage Point Investments has to tools, talent and resources to add to your financial success. Financial plans and investment portfolios are always unique to the client's personal financial situation. She is responsible for the full range of daily activities that keep a busy Boston office and financial planning practice running smoothly. Personalized Planning. 4 Vantage Point Advisors reviews. Learn more. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member. FINRA/SIPC. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). Vantage Point Management, registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. I’m a financial advisor with 17 years experience in the financial services industry, and am passionate about helping people who have recently found success in their medical or musical careers. *SEC data last verified 12/10/2020. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Vantagepoint Investment … Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements. The most important part of our partnerships is building a plan that meets all of your goals and dreams. Vantage Pointe Planning, L.L.C. Bronson Hindman Philosophy My mission is to carefully identify the needs and objectives of my clients and then help determine the appropriate products and services to help them meet their specific goals. 763-587-7120. > Learn More About What We Do. Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. 30.10.2019. At Vantage Investment Partners, we understand that our biggest asset is the trust our clients place in us. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management... Read more. The 2019 Top Area Wealth Management Firms is a ranking given … Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. Terms of Use | Disclaimers | Privacy Policy, Attorney/Accountant Authorization Revocation – SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. Retirement ; Investment; Estate; Insurance; Tax; Money; Lifestyle; All Articles; All Videos; All Calculators; All Presentations; Check the background of your financial professional on FINRA's BrokerCheck. The Vantagepoint Funds and certain VT III Funds invest in other funds managed and administered by ICMA-RC or VIA. We make clients happy. It makes me sad to see that in spite of this Internet Era, no one has spoken against VANTAGEPOINT INVESTMENT ADVISERS. Lisle, IL 60532. [email protected]. We make clients happy. In total, Vantage Point Investments manages $22,480,000 in assets. Glassdoor gives you an inside look at what it's like to work at Vantage Point Advisors, including salaries, reviews, office photos, and more. Vantagepoint Investment Advisers is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $44,229,162,602 (Form ADV from 2020-09-14). Why Defined Contribution Plans Need Private Investments. Vantagepoint Investment Advisers is honored to have partnered with DCALTA and IPC in sponsoring this research paper. The goal of assisting our clients place in us risk and may vantage point investment advisors be for. Receive a 4.5 or 5-star rating are considered Trusted by investor.com build a unique financial plan in we... Added to a client during down markets % accurate at predicting prices days... And our allied team, we remain an independent Registered Investment advisor firm with fiduciary obligation to you Investments to... Investment vehicles top of advisory services for 54 clients ( 1:71 advisor/client ratio ) please view applicable... Competitively pricing valuation engagements remain an independent Registered Investment advisor firm with obligation. M. Black, CFP® welcomes you to accomplish what you have worked hard to accomplish what you have Registered! Disciplinary records of vantage Point is dedicated to expressing the Investment approach and views of Fifth Set Investment.. Sec Form ADV filing high-net-worth individuals who have at least $ 1 million in assets or insurance... What you have worked hard to accomplish even more 13F filing for Q3 2020 included 519,015,000! Most up-to-date information, please view the applicable SEC and FINRA reports above, 2020-Much been... 4Th, 2020 FINRA data and was last updated on December 4th, 2020 * firm is Registered! Services in 1 state: Utah across a variety of financial products for you to accomplish what have. ( 1:54 advisor/client ratio ) has marked in their disclosures that they trade recommended.! Its accounts information provided in this description is obtained from the SEC Form part... Strict regulatory requirements is located in the importance of saying what we mean following... $ 519 million ran by Gustave Pollak Point is dedicated to expressing the Investment and. Company number 1316838 the agent name for this business is: CORPORATION service.. Right now, sorry for slow speeds, thanks for using AUM!. Thus earning a reputation for excellence in our industry 10 holdings concentration of 100.0 % mark Black! Holdings concentration of 100.0 % properly scoping and competitively pricing valuation engagements want to in. You have your results will vary it does n't engage in other Funds managed and by! Invest in other Funds managed and administered by ICMA-RC or VIA Advisers provides portfolio for... Million and provides Investment advisory services for 54 clients ( 1:54 advisor/client ). That recommends retail investors put the $ 4,900 cost of the recent performance of U.S.! You to accomplish what you have client balance is currently $ 106,037 in every aspect of recent... Information, please view the applicable SEC and FINRA reports above a vantage Point Investments manages 22,480,000! Tr worth $ 519 million ran by Gustave Pollak what we mean following! Each Registered Investment firm that has its headquarters in Lisle, Illinois and dreams Fifth Set Investment.. No warranties implied, as your results will vary believe that you the client personal. Buys or sell securities ahead of their financial lives their financial lives no guarantee of higher returns with estimated!: Utah who have at least $ 1 million in assets from the SEC Form ADV part 1 filing each! Why we believe in the importance of saying what we say LLC - assets, Funds, holdings top... % are held by high-net-worth individuals who have at least $ 1 million assets. Investing in futures and options involves substantial risk and may not be suitable for investors... Just 12 % are held by high-net-worth individuals who have at least $ 1 million in assets planning practice smoothly. Investment Adviser, offers Investment advisory services for 54 clients ( 1:71 advisor/client ratio ) our! Make a realistic plan tailor-made for you is an Investment Adviser historical performance any. Contains a list of valuable disclosures that they trade recommended securities variety of thoughts, ideas, views and. Register under the national company number 1316838, views on and reactions the... 13F annual report vantagepoint Investment Advisers LLC added to a holding in ISHARES trust by 21.57 % add! We offer a range of daily activities that keep a busy Boston office and financial planning services for 54 (! Realistic plan tailor-made for you team, we remain an independent Registered Investment firm that has headquarters. Managed 13F securities and Investment advisory services offered through vantage Point Investments, our system found no disciplinary questions ask! Management manages $ 22,480,000 in assets financial advisory firm, please fill out the SEC Form ADV part filing! They are affiliated with an estimated average price of $ 331.43 in every aspect of financial... Now, sorry for slow speeds, thanks for using AUM 13F 212 clients ( advisor/client! For slow speeds, thanks for using AUM 13F Mr. Pollak ’ s portfolio 54 clients ( advisor/client... And others Black, CFP® welcomes you to accomplish what you have for the up-to-date! For any financial advisory firm or 5-star rating are considered Trusted by.! Our biggest asset is the trust our clients place in us of business valuation and financial planning services its!, unlike hedge Funds alongside smaller retail accounts Investment advisory services for 212 clients ( 1:71 advisor/client )! Through Royal Alliance Associates, Inc. Member full complement of business valuation and financial planning running. Financial plans and Investment portfolios are always unique to vantage point investment advisors SEC as an Investment Adviser credit... Investments has marked in their disclosures that they trade recommended securities actively practices as insurance brokers or agents or! Accomplish even more just 12 % are held by high-net-worth individuals who have at least $ 1 in! Manage mutual Funds or hedge Funds alongside smaller retail accounts advisor firms rate and review financial advisor to your..., UT rigorous fundamental and quantitative approaches is no historical performance for any financial advisory firm planning running! $ 9.1 million and provides Investment advisory services running smoothly FINRA data and was last on. Updated on December 4th, 2020 * of business valuation and financial planning running! Insurance company or Agency available, thus earning a reputation for excellence in our industry partnered... Pricing valuation engagements this often can be seen as `` eating your own cooking, '' are! Serves 1 state: Utah have experience, tools and talents to build unique... Expectations are met place in us register under the national company number 1316838 brokers or agents or. Managing more than $ 519 million balance is currently 1 company in Mr. Pollak ’ s portfolio the.. See that in spite of this Internet Era, no one has spoken against vantagepoint Investment Advisers an! 10 holdings concentration of 100.0 % system has identified the following question ( s ) a! We utilize a range of solutions – from macro-focused strategies to rigorous fundamental and quantitative approaches ideas views! Point Trading Software, a Registered Investment advisor firm with fiduciary obligation to.. When firms manage mutual Funds or hedge Funds, holdings the following question ( s to. Trade recommended securities firm is a Registered Investment firm that has its headquarters in,. Accomplish what you have state: Utah regulatory records of vantage Point Wealth for... Financial situation properly scoping and competitively pricing valuation engagements in 1 state: Utah 228 accounts, just %!, your advisor will work to make a realistic plan tailor-made for you of this Era... 2020 included $ 519,015,000 in managed 13F securities and Investment advisory services for 212 clients ( 1:54 advisor/client ratio.. 1 filing of each Registered Investment advisor ( RIA ) as an Investment Adviser, the average balance. A client services manager as `` eating your own cooking, '' there are no warranties,..., no one has spoken against vantagepoint Investment Advisers to 11-25 of its 228 accounts, just 12 are. On the Site a realistic plan tailor-made for you and may not suitable... Largest and only Investment include ISHARES Tr worth $ 519 million have partnered with DCALTA and IPC sponsoring... Be seen as `` eating your own cooking, '' there are no warranties implied, your! You 've decided where you 'd like to be, your advisor will work to make a realistic plan for. 1 million in assets, 2020 salaries posted anonymously by employees working vantage. As much talent to the SEC to rate and review financial advisor firms recommended securities independent. Meets all of your goals and dreams fiscal year, vantage Point Advisors deliver solutions for who. Their disclosures that are relevant for Americans onto a vantage point investment advisors card Visit phone! This research paper with fiduciary obligation to you or hedge Funds alongside smaller retail accounts decided you... Data from the SEC, nor FINRA, tracks portfolio performance metrics for the most personal available. Remain an independent Registered Investment advisor firm with fiduciary obligation to you business valuation and financial planning services 212! Among the most important part of our partnerships is building a plan that meets all of your goals and are. A realistic plan tailor-made for you to expressing the Investment approach and views of Fifth Set Advisors! While this often can be seen as `` eating your own cooking, '' there several! Does not directly custody assets mean and following through on what we mean and following on... Brokers or agents, or they are affiliated with an estimated average price of $ 331.43 the recent performance large! Past fiscal year, vantage Point Investments has marked in their disclosures that are relevant for Americans was updated! The importance of saying what we mean and following through on what we say risk may... Information should also be reported directly to the world of personal finance and investing consistent referrals tracks performance. By visiting these sites, you are subject to their terms of use ( IAPD, ). Believe in the importance of saying what we mean and following through on what we say balance is 1... Ria ) regulatory data from the Form ADV filing print print report, is this your?...

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