Perspective Advisors, LLC

Perspective Management Company, operating as Perspective Advisors, is an investment advisory firm based in Bartlesville, Oklahoma. Perspective Advisors builds customized portfolios tailored to each client's specific goals, time horizon, and risk tolerance, using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm handles portfolio management on a discretionary basis, meaning they make trading decisions on behalf of clients without requiring prior approval for each individual trade. In addition to investment management, Perspective Advisors offers financial planning covering retirement, insurance, taxes, and debt management. The firm also provides accounting and tax services and advises a private fund called Elevate by Perspective.