Vantage Point Management, Inc.

Vantage Point Management provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm is fee‑based and typically charges asset‑based advisory fees for ongoing portfolio management, while consultation engagements are billed hourly or by project.

The firm follows a modified passive framework that emphasizes relative strength, adjusting allocations toward asset classes, styles, factors, or sectors exhibiting stronger performance, and away from those showing weaker performance; strategies include passive, strategic, and tactical models and commonly use ETFs and individual equities. Vantage Point also manages a suite of proprietary models and risk‑based allocations on Folio Institutional’s MMX platform and may implement option strategies (including covered calls) and fixed‑income guard systems as part of tactical approaches.

Notable distinctions disclosed in the ADV include personnel involvement in other financial‑product activities uncommon for peers of this size — an affiliated registered commodities/futures advisory entity and a futures‑associated branch that generates commissions, and a licensed insurance agent who may receive commissions or fees — and the firm describes policies to address the resulting conflicts of interest. The ADV also discloses past regulatory matters (a state insurance license action and a conditional NFA registration), and prospective clients are referred to those disclosures for further detail.