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- Custodian
- Folio Investments · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-2017
- Office Locations
- 1
Office Locations
About Vantage Point Management, Inc.
Vantage Point Management is a Utah-based RIA serving retail and institutional investors with portfolio management rooted in relative strength and momentum analysis—aimed at cutting through market noise and flagging higher-risk conditions. The firm offers multiple strategies tailored to different goals and uses ETF- and fund-based implementation. It publishes a Monthly Market Insights video/report covering recent performance, key economic indicators, and the month ahead.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL DEE MINNOCH
Chief Compliance Officer, Owner, President
- CRD
- #4362604
- Ownership
- 75% or more
Wayne Simper
Program Director
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Bodi Rhees Nageli
--
- CRD
- #8231335
Denim Wyatt Simper w
--
- CRD
- #6588491
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,403,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,403,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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