GLACIER POINT ADVISORS, LLC

Overview

Glacier Point Advisors, LLC is a small, privately owned advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and builds portfolios with a clear equity bias: exchange-traded equities are the dominant sleeve of client accounts. Glacier Point supplements that equity exposure with mutual funds and corporate debt for diversification and income, and it also uses digital currency as an alternative allocation. The firm’s client base is individual and family investors rather than institutional or pension clients, and its operating structure is that of a limited liability company with owner-level control. Glacier Point’s investment approach emphasizes liquid, publicly traded instruments—ETFs and listed equities—while layering in fixed-income instruments and select alternative exposure where appropriate for client objectives. Given the small scale of the business and its client mix, portfolio construction appears tailored to individual client needs rather than mass-market model delivery.

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Public Holdings

Investments & Alternatives

Location & Offices