Jack Point Advisors, LLC

Overview

Jack Point Advisors, LLC is an independent registered investment adviser that operates as a boutique wealth manager focused on individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its business model combines AUM-based fees with hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment activity skews toward publicly traded equities, with a pronounced preference for exchange-traded instruments. The adviser manages client assets on a discretionary basis, suggesting the team implements and rebalances portfolios on behalf of clients rather than only offering advice. The firm is not positioned as a capital allocator and does not report an ESG investing focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices