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.
Our Financial Solutions
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.
Investment Management
We help people invest with purpose by managing their portfolios around what matters most. Why are you investing? When will you need the money? We'll work with you to answer these questions.
Wealth
Management
Our wealth management service offers a personalized, comprehensive strategy designed to help high-net-worth individuals grow their wealth, protect their assets, and navigate complex areas like investing, estate planning, and tax optimization.
Banking &
Lending Solutions
We help you explore lending options and navigate the borrowing process—while coordinating your banking, lending, and investments through our trusted banking relationships.
Financial
Planning
Get access to financial planning tools—use them on your own or collaborate with our advisors to build a personalized plan.
FPMI - Our Quantitative Strategy
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 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.
Complete the form to get started.
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.