Advisor at Counterpoint Funds
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Firm
Counterpoint Funds
Location
San Diego, CA 92130
Credentials
Series 63, Series 66
Industry experience
8 years
Michael McGrath is a financial advisor at Counterpoint Funds with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Invesco and Balance Wealth Advisors. McGrath is based in San Diego, CA. Counterpoint Mutual Funds, LLC provides portfolio management primarily to registered investment companies, advising mutual funds and ETFs, and offers quantitative model portfolios to third-party platform providers. The firm employs a systematic, data-driven investment approach focusing on tactical high-yield trading portfolios and manages approximately $2.63 billion in discretionary assets under management.
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)
Northern Lights Distributors, LLC
2021 - Present (5 years)
Cp Distributors, Inc.
2021 - Present (5 years)
UnEMPLOYED
2020 - 2021 (1 year)
Invesco
2016 - 2020 (4 years)
Balance Wealth Advisors
2013 - 2016 (3 years)
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