NORTHPOINTE INVESTMENT ADVISORY, LLC

Overview

Northpointe Investment Advisory, LLC is a boutique advisory firm that focuses on portfolio management for individual and small business clients. The firm runs a predominantly equity-oriented practice, with a clear preference for exchange-traded equities and a fee model based on a percentage of assets under management. Alongside its core equity allocations, Northpointe directs capital into a limited set of alternative strategies — specifically real estate, commodities and oil & gas — using third-party managers to access those markets. The firm reports an insurance company affiliation and is not positioned as an ESG-focused or multi-state adviser. Service delivery mixes discretionary mandates with non-discretionary relationships, allowing clients flexibility in how much authority they delegate. Northpointe also incorporates annuities and mutual funds into client solutions, consistent with its insurance linkage and a client base that values income, risk management and straightforward diversification.

Assets & Accounts

Investments & Alternatives

Location & Offices