Counterpoint

Overview

Counterpoint is a small, New Mexico–registered limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm also performs selection-of-other-advisers work, reflecting a capital-allocation role rather than running large in-house strategies. Counterpoint is registered with the SEC (registration year not provided). Its published fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices