Counterpoint Funds manages investments for mutual funds and ETFs using quantitative models. They also create model portfolios for platform providers, who then offer these models to other investment advisors. Counterpoint does not work directly with individual investors, but their models are used by advisors who serve those clients.
Assets Under Management$2.6B
Clients5
Advisors4
Avg. per Client$530M
Avg. per Advisor$660M
counterpointfunds.com ·www.linkedin.com/company/counterpoint-mutual-fu... ·twitter.com/cpmutualfunds
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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