Alphapoint, Inc.

AlphaPoint, Inc. is an SEC-registered investment adviser established in May 2003, with its principal place of business in California. The firm specializes in providing Pension & Retirement Plan Consulting Services, offering services such as Investment Policy Statement Preparation, Selection of Investment Vehicles, Monitoring Investment Performance, and Employee Communications. As of December 31, 2023, AlphaPoint advised on assets totaling approximately $4.98 billion, with $32.18 million advised on a discretionary basis. The firm also offers Financial Planning Services, charging a fixed fee of $1,000 for financial planning and an additional fee for Social Security claiming analysis and assistance. AlphaPoint's fee structure for Pension and Retirement Plan Consulting Services ranges from $6,000 to $35,000 annually based on the portfolio value. The firm does not have a minimum account size requirement and acts as an ERISA 3(38) Investment Manager for some Plan Sponsor clients. AlphaPoint does not trade securities and clients select their own custodians. The firm does not vote proxies on behalf of clients and does not receive compensation for client referrals. Guy L. Muranaka, the President and Owner of AlphaPoint, holds professional designations including Accredited Investment Fiduciary® (AIF®) and Registered Social Security Analyst (RSSA®). Muranaka has no history of disciplinary events and is responsible for overseeing the firm's investment advice and business operations.