Viewpoint Capital Management

Viewpoint Capital Management LLC is a registered investment adviser founded in 2011 by Ryan P. Sawyer, who serves as the managing member, sole owner, and Chief Compliance Officer. The firm offers comprehensive investment advisory services, including portfolio management, asset allocation, security selection, and overall portfolio management with investment discretionary authority. Clients' investment portfolios are tailored based on individual goals, risk tolerances, and financial objectives. The firm primarily focuses on value and tactical investing, income-producing securities, and global diversification to reduce volatility and improve risk-adjusted returns. As of December 31, 2024, Viewpoint had $184,035,000 under investment discretionary authority and $43,959,000 under non-discretionary authority. The firm acts as a fiduciary under the PTE 2020-02 exemption, ensuring advice is in clients' best interests. Viewpoint charges annual fees based on a percentage of client assets under management, with fees ranging from 1.00% to 0.70% based on account size. The firm uses Charles Schwab as the recommended broker and custodian, providing benefits such as trade execution, access to institutional shares, and operational support. Viewpoint does not charge performance-based fees, has no disciplinary history, and does not engage in other financial industry activities. Clients have the right to vote on securities and retain custody of their accounts. The firm's principal, Ryan P. Sawyer, oversees all services provided to clients. Viewpoint prioritizes client privacy and implements safeguards to protect personal and non-public information. For more information, clients can contact Ryan P. Sawyer at the provided contact details.