Serene Point Advisors LLC

Overview

Serene Point Advisors LLC is an independent, fee-based registered investment adviser that concentrates on individualized financial planning and portfolio management for individuals and families. The firm acts as a capital allocator and places a clear emphasis on liquid, exchange-traded equities as the foundation of client portfolios, supplementing equity exposure with fixed-income corporate debt and selective real estate exposure through REITs or real estate funds. Service delivery includes direct portfolio management, financial planning, and the selection/oversight of third‑party advisers when clients require access to specialized strategies. Fee arrangements are flexible — percentage of AUM plus hourly and fixed-fee engagements — which supports both ongoing advisory relationships and project-based planning work. Serene Point Advisors is not an active ESG investor and does not present as a multi-state adviser in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices