VIEWPOINT CAPITAL MANAGEMENT

Overview

Viewpoint Capital Management is a small, SEC-registered investment adviser that focuses on direct portfolio management for individuals, families and small businesses. The firm operates as an LLC and is owner-managed; it charges clients a percentage of assets under management. Investment activity shows a clear equity bias: the firm favors exchange-traded securities and uses a mix of individual stocks and ETFs to implement portfolios rather than relying heavily on private or institutional alternative managers. Viewpoint is not an active ESG investor and does not market itself as a multi-state advisory platform or pension consultant. Investment approach appears centered on liquid, publicly traded instruments with an emphasis on building equity exposure through both single-name positions and diversified ETF sleeves. That positioning supports straightforward wealth-management engagements for high-net-worth households and small-business owners who want managed equity exposure with discretionary oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices