A complete list of active advisors currently associated with Basis Point Investments

Warmer can help you find a great advisor at Basis Point Investments or one who fits your needs even better.

Basis Point Investments provides investment management and investment consulting primarily to retirement plans and other institutional clients, and also offers financial planning and investment services to individuals and high-net-worth clients. Services are delivered on a non‑discretionary basis and BPI implements portfolios using stocks, bonds, mutual funds and ETFs, with model allocations that range from conservative income to growth-oriented stock models. The firm’s investment process relies on fundamental analysis and independent research from third‑party providers, and it constructs diversified portfolios by combining securities that meet its selection criteria while managing bond exposures to target maturities. For retirement-plan clients BPI develops customized investment policy statements, prepares periodic monitoring reports, conducts periodic meetings, and may provide participant education and group meetings. Noteworthy features disclosed in the brochure include ERISA‑focused pension services — the adviser describes roles as both a Section 3(38) investment manager and a Section 3(21) investment consultant for plans — and a consulting/financial planning billing approach tied to an hourly estimate (the firm notes a quoted multiple based on $400 per hour and flat‑fee ranges of $1,500–$7,500). The brochure also highlights limited business hours and that the principal devotes substantial time to a separate MRO business, and it discloses that BPI does not take custody, does not accept performance‑based fees, and does not vote client proxies.

To learn more about the advisors currently working at Basis Point Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.