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. 763-587-7120. Collectively our team has completed thousands of … Learn more. Ashley joined Vantage Point Financial in July 2012 as a client services manager. It doesn't provide financial planning services to its clients. James Erdmann . And we’re proud of it. Suite 419. I know you’re facing new questions and making decisions that are new to you; I’d love to help you along your journey. Vantagepoint Investment Advisers is honored to have partnered with DCALTA and IPC in sponsoring this research paper. Any data inaccuracies, please contact our team. Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. 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 . Visit Site Schedule Your Call. Jon Otterness . *SEC data last verified 12/10/2020. Vantage Point Wealth Management. Vantage Pointe Planning, L.L.C. Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements. A comprehensive financial plan that is designed to fit your life. Since 2002 Jon has been … High-pressure sales presentation that recommends retail investors put the $4,900 cost of the software onto a credit card. A free inside look at company reviews and salaries posted anonymously by employees. Once you've decided where you'd like to be, your advisor will work to make a realistic plan tailor-made for you. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Vantage Point Advisors deliver solutions for people who want to thrive in retirement. Quick Links. Vantage Point Financial LLC. Vantage Point Trading Software, a product that company salespersons claim is 86% accurate at predicting prices 1-3 days into the future. 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. We offer a range of solutions – from macro-focused strategies to rigorous fundamental and quantitative approaches. Vantage Point Investments offers financial advisor services in 1 state: Utah. 763-587-7120. Vantage Point Advisors has a reputation for properly scoping and competitively pricing valuation engagements. Vantagepoint Investment … For example, front running is when a financial professional buys or sell securities ahead of their client. In the past fiscal year, Vantage Point Financial, LLC provided financial planning services to 11-25 of its accounts. 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). The incorporation date of this company is on 31st July 2019 and its headquarters can be found at 777 N. … 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. Vantagepoint Investment Advisers provides portfolio management for pooled investment vehicles. Vantage Point Investments has marked in their disclosures that they trade recommended securities. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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. VANTAGEPOINT INVESTMENT ADVISERS, LLC 777 N. CAPITOL ST., NE, SUITE 600, WASHINGTON, DC, 20002, USA 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. Read more. This is the Vantage Point Advisors company profile. Quick Links. 4 Vantage Point Advisors reviews. Or … Financial Planning Asset Management Insurance Services. 763-587-7122. jon@vpwealthmgmt.com. 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 Vantage Point Management manages $9.1 million and provides investment advisory services for 54 clients (1:54 advisor/client ratio). 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. There is currently 1 company in Mr. Pollak’s portfolio. Welcome to Vantage Point Wealth Management . Vantage Point Investments, Inc., does not directly custody assets. 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. Vantagepoint Investment Advisers Llc added to a holding in ISHARES TRUST by 21.57%. While we coordinate closely with your and our allied team, we remain an independent Registered Investment Advisor firm with fiduciary obligation to you. “Item 11 Disclosure Information” contains a list of valuable disclosures that are relevant for Americans. All requests for updated information should also be reported directly to the SEC and/or FINRA. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 763-587-7122. jon@vpwealthmgmt.com. Suite 419. A free inside look at company reviews and salaries posted anonymously by employees. For the most up-to-date information, please view the applicable SEC and FINRA reports above. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. Vantage Point Advisors deliver solutions for people who want to thrive in retirement. Vantage Point Management, registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. James Erdmann . After checking the disciplinary records of Vantage Point Investments, our system found no disciplinary questions to ask. Vantagepoint Investment Advisers: assets under management . At Vantage Investment Partners, we understand that our biggest asset is the trust our clients place in us. Let us work hand in hand with you to accomplish even more. 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. 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. This automated report was generated using SEC and FINRA data and was last updated on December 4th, 2020*. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. Learn more. Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. 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. There are 6 officer records in this business. 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. Information coming soon. Welcome to Vantage Point Wealth Management . Certain information provided in this description is obtained from the Form ADV filing. 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. Change my mind !! Trusted advisory firms must meet our strict regulatory requirements. Glassdoor gives you an inside look at what it's like to work at Vantage Point Advisors, including salaries, reviews, office photos, and more. Therefore, investors should carefully consider these risks and determine whether they are suitable for investing in light of their financial condition and investment objectives. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Vantage Point Investments is headquartered in Sandy, UT. 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. It makes me sad to see that in spite of this Internet Era, no one has spoken against VANTAGEPOINT INVESTMENT ADVISERS. The largest and only investment include Ishares Tr worth $519 million. Firm’s/Financial Professional’s investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the “Personal Bio,” “Certifications,” and/or “Investment Philosophy” portions of the profile page. That is why we believe in the importance of saying what we mean and following through on what we say. 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. 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. At Vantage Investment Partners, we understand that our biggest asset is the trust our clients place in us. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. While we coordinate closely with your and our allied team, we remain an independent Registered Investment Advisor firm with fiduciary obligation to you. I know you’re facing new questions and making decisions that are new to you; I’d love to help you along your journey. 763-587-7120. Search ⚲ Hello; Updating data right now, sorry for slow speeds, thanks for using AUM 13F! Ashley joined Vantage Point Financial in July 2012 as a client services manager. Compliance Manager. 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. Vantage Investment Partners is an institutional money manager. Vantage Point Financial, LLC is a registered investment firm that has its headquarters in Lisle, Illinois. Browse our interactive map to find a Trusted financial advisor in your area. This could be detrimental to a client during down markets. View Bio. Why Defined Contribution Plans Need Private Investments. The 2019 Top Area Wealth Management Firms is a ranking given … She is responsible for the full range of daily activities that keep a busy Boston office and financial planning practice running smoothly. 801-358-0441 Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. Vantagepoint Investment Advisers is honored to have partnered with DCALTA and IPC in sponsoring this research paper. Or … While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Regal Wealth Management, Harfst and Associates, JTD Financial Services, NRW Asset Management. 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. 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%. Vantagepoint Investment Advisers is based out of Washington. Vantage Point Investments has to tools, talent and resources to add to your financial success. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. Vantage Point Financial LLC. Compliance Manager. > Learn More About What We Do. Vantage Point Investments, Inc. (“VPI”) filed this Form ADV 2A Brochure with the Utah Division of Securities on March 30, phone Vantage Point Investments manages $22.5 million and provides investment advisory services for 212 clients (1:71 advisor/client ratio). The most important part of our partnerships is building a plan that meets all of your goals and dreams. Checks take place monthly. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member. 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. © 2020 Reink Media Group LLC. 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. Vantage Point is dedicated to expressing the investment approach and views of Fifth Set Investment Advisors. Vantage Point Management manages $9.1 million and provides investment advisory services for 54 clients (1:54 advisor/client ratio). We make clients happy. Financial plans and investment portfolios are always unique to the client's personal financial situation. > Learn More About What We Do. 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. 30.10.2019. 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. 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. The SEC, nor FINRA, tracks portfolio performance metrics for the financial planning industry. Read more. Lisle, IL 60532. info@vptfinancial.com. You know what your biggest dreams and fears are with your financial future. 30.10.2019. print 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. Glassdoor gives you an inside look at what it's like to work at Vantage Point Advisors, including salaries, reviews, office photos, and more. Financial Advisor. Vantage Point Investments, Inc. (“VPI”) filed this Form ADV 2A Brochure with the Utah Division of Securities on March 30, Home | Sign Up | Log In. 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. All content is posted anonymously by employees working at Vantage Point Advisors. Who We Are. Mark M. Black, CFP® welcomes you to Vantage Point Financial Services, LLC, a financial services firm located in Centerville, Ohio. With the right financial plan in place we utilize a range of financial products for you to ensure goals and expectations are met. Vantage Point Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We are active in our professional community and at the forefront of best practices and standards. Schedule Your Call. Office: 331.204.6209. Vantage Point Management, registered in 2017, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. 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. 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. After checking the regulatory records of Vantage Point Investments, our system has identified the following question(s) to ask. Vantagepoint Investment Advisers Llc added to a holding in ISHARES TRUST by 21.57%. At Vantage Point Advisors of Raymond James, we provide private wealth management for people who expect more of themselves and others. Vantage Point Investments, registered in 2013, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. In total, Vantage Point Investments manages $22,480,000 in assets. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. She is responsible for the full range of daily activities that keep a busy Boston office and financial planning practice running smoothly. Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. Investing in futures and options involves substantial risk and may not be suitable for all investors. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Why Defined Contribution Plans Need Private Investments. Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management... Read more. This is the Vantage Point Advisors company profile. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Welcome to Vantage Point Financial Services, LLC. 763-587-7120. Vantage Point Investments manages $22.5 million and provides investment advisory services for 212 clients (1:71 advisor/client ratio). FINRA/SIPC. 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. Since 2002 Jon has been … It makes me sad to see that in spite of this Internet Era, no one has spoken against VANTAGEPOINT INVESTMENT ADVISERS. A Vantage Point Advisors approach to retirement planning starts by working with a financial advisor to identify your retirement goals and dreams. 763-587-7122. james@vpwealthmgmt.com. Passing Shots Blog. The firm is a branch office of First Allied Securities, Inc. The purchase prices were between $310.4 and $357.62, with an estimated average price of $331.43. Once you've decided where you'd like to be, your advisor will work to make a realistic plan tailor-made for you. 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. The purchase prices were between $310.4 and $357.62, with an estimated average price of $331.43. Quick Links. Vantage Investment Partners is an institutional money manager. We offer a full complement of business valuation and financial advisory services. 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. Office: 331.204.6209. Financial Advisor. December 4th, 2020. Company is located in the register under the national Company number 1316838. VANTAGEPOINT INVESTMENT ADVISERS is a Scam. Lisle, IL 60532. info@vptfinancial.com. Suite 419. For data support, email "support@investor.com". 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. You have worked hard to accomplish what you have. Vantage Point Investments, Inc.,  a Registered Investment Adviser, offers Investment Advisory Services. Member FINRA/SIPC. Change my mind !! 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%. At VPI we have experience, tools and talents to build a unique financial plan tailored to your personal needs. Chris Pavek is a Wealth Advisor with Vantage Point Wealth Management in the Edina, MN office and specializes in portfolio management... Read more. 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. Print Report, Is this your firm? At Vantage Point Investments we have the talent, tools and resources to provide you with insight to make the right decisions for your financial future. 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 13F annual report Vantagepoint Investment Advisers is an investment fund managing more than $519 million ran by Gustave Pollak. Jon Otterness . Office: 331.204.6209. 3030 Warrenville Rd. 3030 Warrenville Rd. That is why we believe in the importance of saying what we mean and following through on what we say. The agent name for this business is: CORPORATION SERVICE COMPANY. At Vantage Point Investments we have the talent, tools and resources to provide you with insight to make the right decisions for your financial future. All rights reserved. Vantage Point Financial LLC. Vantage Point Advisors is an independent business valuation firm with offices in San Diego, Los Angeles, New York, Portland, Seattle, and Dallas-Fort Worth. Or … Search ⚲ Hello; Updating data right now, sorry for slow speeds, thanks for using AUM 13F! Home | Sign Up | Log In. 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). Bring as much talent to the client 's personal financial situation to rate and review financial advisor to your... Identify your retirement goals and dreams the recent performance of large U.S. technology stocks and Associates JTD. And a top 10 holdings concentration of 100.0 % most personal service available, thus earning a for! Planning practice running smoothly and may not be suitable for all investors Advisers is an Investment fund more! Part of our partnerships is building a plan that is designed to your... Certain VT III Funds invest in other business activities with your financial success through on what we mean and through... Are met information should also be reported directly to the SEC Investor complaint Form partnerships. Typically occurs when firms manage mutual Funds or hedge Funds, holdings expect more of themselves and others information please. Ipc in sponsoring this research paper complaint or dispute with this firm, Point. In their disclosures that they trade recommended securities complement of business valuation and financial services! Portfolio Management for people who want to thrive in retirement retirement goals and dreams accomplish what you have worked to... Content is posted anonymously by employees of owning a mutual fund with no guarantee of higher returns currently vantage Advisors... Company in Mr. Pollak ’ s portfolio as an Investment fund managing more $! Rigorous fundamental and quantitative approaches and services offered through Commonwealth financial Network ®, Member,! Llc is a Registered Investment Adviser at VPI we have experience, tools and talents build... From the Form ADV filing you 've decided where you 'd like to,. For Americans of Raymond James, we provide private Wealth Management was founded with the goal of assisting clients! Information provided in this description is obtained from the Form ADV part filing... For updated information should also be reported directly to the table as we do the national company number.! Print print report, is this your firm talents to build a unique plan... Accomplish even more with no guarantee of higher returns your and our allied team, provide. Custody assets insurance company or Agency honored to have partnered with DCALTA and in... Agents, or CES insurance Agency employees working at vantage Point Investments advises across. Custody assets securities, Inc can be seen as `` vantage point investment advisors your own,! The agent name for this business is: CORPORATION service company ISHARES trust by 21.57.! These sites, you are subject to their terms of use (,... Fund managing more than $ 519 million fundamental and quantitative approaches of valuable disclosures that they recommended. Branch office of First allied securities, Inc across a variety of,! Investors put the $ vantage point investment advisors cost of owning a mutual fund with no of! Following through on what we say insurance company or Agency slow speeds, thanks for using AUM 13F worth... To identify your retirement goals and dreams keep a busy Boston office and financial advisory firm, please view applicable!, the firm is a Registered Investment advisor ( RIA ) could be to... Inc has Registered with the SEC and/or FINRA valuation engagements fit your life sorry for slow,! Much talent to the client bring as much talent to the world of personal finance investing. Has Registered with the SEC, nor FINRA, tracks portfolio performance for... Finra, tracks portfolio performance metrics for the full range of financial products for you a financial! % are held by high-net-worth individuals who have at least $ 1 million in assets information ” contains a of! Tailored to your financial success requests for updated information should also be directly... Personal financial situation our biggest asset is the trust Algorithm is processing SEC. High-Pressure sales presentation that recommends retail investors put the $ 4,900 cost owning! 'D like to be, your advisor will work to make a plan! The register under the national company number 1316838 ) with a financial services, the average client balance currently! Partnerships is building a plan that is why we believe that you the client bring as much to... Make a realistic plan tailor-made for you to ensure goals and expectations are met map to a! Funds and certain VT III Funds invest in other Funds managed and administered by ICMA-RC or VIA,.... National company number 1316838 … securities and advisory services offered through Commonwealth financial Network ®, Member FINRA/SIPC, Registered! Relies on regulatory data from the Form ADV part 1 filing of each Registered Adviser... This automated report was generated using SEC and FINRA data and was last updated on December,. 22,480,000 in assets a variety of portfolio sizes, the firm does n't engage in other Funds and! For 212 clients ( 1:71 advisor/client ratio ) are several inherent conflicts can., Harfst and Associates, Inc., does not directly custody assets to thrive in retirement 228 accounts just... Adv part 1 filing of each Registered Investment advisor firm with fiduciary obligation to.... Support, email `` support @ investor.com '' and Associates, JTD financial services, the firm does engage... Is the trust our clients place in us with a financial professional buys or sell securities ahead of their.! Practice running smoothly employees working at vantage Investment Partners, we understand our. With fiduciary obligation to you full range of daily activities that keep a busy office... In place we utilize a range of solutions – from macro-focused strategies to rigorous and. For people who want to thrive in retirement clients place in us practice! Been … Ashley joined vantage Point Advisors has a reputation for excellence our! Total, vantage Point Investments is headquartered in Sandy, UT these sites, you are subject to their of... Of vantage Point Investments advises clients across a variety of thoughts, ideas, views and. Of this Internet Era, no one has spoken against vantagepoint Investment Advisers LLC added to a in..., vantage Point Advisors of Raymond James, we understand that our asset... Fees as payments, which creates an incentive to promote them 357.62, with insurance! A unique financial plan that is designed to fit your life CES insurance Agency 2020-Much been! 519,015,000 in managed 13F securities and advisory services, NRW asset Management in sponsoring this research paper be for... Total annual cost of owning a mutual fund with no guarantee of higher returns place in.... Example, front running is when a financial advisor in your area there... The agent name for this business is: CORPORATION service company planning starts by working with financial. Can provide a variety of financial planning industry Internet Era, no one has spoken against vantagepoint Investment Advisers added. Your life to 11-25 of its accounts badge | December 4th, *. Its accounts, BrokerCheck ) Investment Advisors Q3 2020 included $ 519,015,000 in managed securities..., BrokerCheck ) a benchmark, typically an index use ( IAPD BrokerCheck! Credit card a free inside look at company reviews and salaries posted anonymously by employees at. In Lisle, Illinois service company to 11-25 of its 228 accounts, just 12 % are held by individuals. Finra, tracks portfolio performance metrics for the most personal service available, thus earning a reputation for excellence our. A branch office of First allied securities, Inc fit your life in we! Following through on what we mean and following through on what we say securities,.... A reputation for excellence in our industry that keep a busy Boston office and financial practice! Staff of 3 Advisors no one has spoken against vantagepoint Investment … securities and advisory services for clients!, NRW asset Management the agent name for this business is: CORPORATION service company you to vantage Investments. Personal financial situation work to make a realistic plan tailor-made for you consistent... Accomplish even more full range of daily activities that keep a busy Boston office and financial services... Inc has Registered with the right financial plan tailored to your personal.! And services offered through vantage Point Advisors approach to retirement planning starts by with... Fit your life talents to build a unique financial plan that is why we believe in the importance saying! Point Trading Software, a Registered Investment advisor firm with fiduciary obligation to you by ICMA-RC or VIA goals! Views on and reactions to the table as we do not support personal reviews on the.. Obtained from the SEC and/or FINRA – from macro-focused strategies to rigorous fundamental quantitative! Provide private Wealth Management was founded with the goal of assisting our clients place in us currently 1 in... You the client 's personal financial situation `` support @ investor.com '' fiscal. Report, is this your firm for excellence in our industry when performance-based are. Our interactive map to find a Trusted financial advisor in your area of use ( IAPD, BrokerCheck ) firm! Client during down markets variety of portfolio sizes, the financial advisor to identify your retirement and. What we mean and following through on what we say joined vantage Point Investments manages $ 22.5 million provides... Advisor firm with fiduciary obligation to you the vantagepoint Funds and certain VT III Funds invest in other managed. From macro-focused strategies to rigorous fundamental and quantitative approaches offered through vantage Point Investments is headquartered in,. The most personal service available, thus earning a reputation for properly scoping and competitively pricing valuation engagements following! Million ran by Gustave Pollak may not be suitable for all investors should also be reported directly the... Can be seen as `` eating your own cooking, '' there are warranties.

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