Four Points Advisors, LLC

Four Points Advisors, LLC is a financial advisory firm established in March 2014, specializing in discretionary portfolio management. The firm offers investment advice, financial planning, and consulting services through separately managed accounts. Clients can expect tailored investment plans based on risk tolerance, liquidity, and income needs. Four Points focuses on a wide range of investments, including publicly traded stocks, mutual funds, ETFs, fixed income securities, and more. The firm charges fees based on a percentage of assets under management, with negotiable rates depending on the market value of client assets. Clients have the option to set restrictions on investments and maintain control over their portfolios. Four Points does not participate in wrap fee programs and has approximately $36 million in assets under management. The firm's investment strategies involve long-term equity approaches, fundamental analysis, and risk mitigation through hedging transactions. Clients are advised on potential risks associated with investing, such as margin trading, market fluctuations, and regulatory changes. Four Points operates as a fiduciary, acting in the best interests of clients and maintaining transparency regarding fees and potential conflicts of interest.