ALPHAPOINT, INC.

Overview

Alphapoint, Inc. is a corporate registered investment adviser that works primarily with institutional clients and presents itself as a capital allocator. The firm’s advisory scope centers on financial planning and pension consulting, delivered under an hourly and fixed-fee structure. Alphapoint operates largely in a non-discretionary capacity: it recommends and designs allocations and solutions while clients retain decision authority over implementation. Investment activity is concentrated in publicly offered pooled products rather than direct-stock mandates. The firm is not registered as a multi-state adviser, does not identify as an active ESG investor, and appears to favor standard, fee-based consulting engagements over performance-fee or discretionary money-management models.

Assets & Accounts

Public Holdings

Location & Offices