Investing,
without the noise
Four Points Advisors is an independent, fee-only SEC Registered Investment Adviser specializing in personalized portfolio management through separately managed accounts.
SERVICES
We offer personalized financial solutions to help you manage, grow, and protect your wealth.
Our approach is strategic, adaptive, and aligned with your evolving goals.
SMA STRATEGIES
The Four Points Momentum Index (FPMI) is a trend-following, rules-based strategy that adaptively adjusts equity exposure in response to market conditions. Designed to capture growth in rising markets and reduce risk during downturns, FPMI offers a disciplined, data-driven approach to portfolio management.
WHY FOUR POINTS
A different approach to investing built around you.
Our strategies are built on a foundation of research-driven insights, risk-aware decision-making, and a commitment to personalized guidance. Whether navigating volatile markets or planning for long-term goals, we align every recommendation with your best interests—offering independent advice, institutional-grade investment solutions, and a steadfast focus on preserving and growing your wealth. At Four Points, your financial future is our purpose.
Why Choose Us
Fiduciary First
We act in your best interest—always. As a Registered Investment Adviser, we provide transparent, objective advice with no hidden agendas.
Rules Based Investing
Our proprietary Four Points Momentum Index (FPMI) uses a disciplined, trend-following strategy to help you participate in market upside while seeking protection in downturns.
Personalized Wealth Guidance
Simplified, Integrated Approach
From investment management to financial planning and lending solutions, we deliver customized strategies aligned with your unique goals.
We coordinate your investment, planning, and banking needs under one roof—so you can focus on living, not managing.
Connect with us.
Whether you're looking for confirmation, clarity, or a new perspective, we offer a thoughtful portfolio review—no pressure, no obligation. Our team will evaluate your current strategy, highlight potential risks or gaps, and provide honest, objective insights to help you make informed decisions moving forward.
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By providing your contact information above, you agree that a representative of Four Points, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Four Points representative.