Advisor at Counterpoint Funds
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Firm
Counterpoint Funds
Location
San Diego, CA 92130
Credentials
Series 65
Industry experience
13 years
Joseph Engelberg is a financial advisor at Counterpoint Funds with 13 years of industry experience. He holds the Series 65 designation and has been affiliated with Counterpoint Mutual Funds since 2026. Engelberg is also associated with the University of California, San Diego, where he has been involved since 2011. Counterpoint Mutual Funds, LLC manages portfolios primarily for registered investment companies, advising mutual funds and ETFs, and provides quantitative model portfolios to third-party platform providers. The firm employs a systematic, data-driven investment approach and focuses on serving investment companies and model platforms rather than individual retail clients.
null - null: 0.50% to 1.25% per year depending on the Fund
12770 High Bluff Drive, Suite 380
San Diego, CA 92130
California
Counterpoint Mutual Funds
2026 - Present (1 year)
University of California - San Diego
2011 - Present (15 years)
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