Fourthpoint Advisors

Overview

Fourthpoint Advisors is a small, independent RIA organized as a sole proprietorship that acts as both an adviser and a capital allocator. The firm serves individuals, families and institutional clients with a mix of financial planning, portfolio management and adviser-selection services. It operates primarily in a non-discretionary capacity, providing tailored advice and implementing solutions while clients retain trading authority. Fourthpoint also functions as an insurance broker, which shapes its use of insurance-wrapped products such as annuities alongside traditional investment vehicles. Investment activity shows a strong preference for public equities, with a clear tilt toward exchange-traded securities for core exposure. As a selector of other advisers and a capital allocator, the firm supplements equity allocations with third-party alternative managers in real estate, commodities and private credit to add income, inflation hedging and diversification. Fee arrangements include a percentage-of-AUM component alongside hourly charges, consistent with a mix of portfolio management and planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices