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Four Points Advisors, LLC

EST. AUM
$40,015,712

CONTACTS
1

CLIENT ACCOUNTS
171

Firm Details

Metro area New York City
CRD Number 171720
Website 4pointsadvisors.com
Client types

Overview

Four Points Advisors, LLC is an independent, fee only Registered Investment Adviser headquartered at 99 Park Avenue in New York City. Founded in 2014, the firm manages about $30–40 million in assets across roughly 120–160 separately managed accounts, serving individuals—including both retail and high-net-worth clients—as well as trusts, estates, charitable organizations, pensions, and small businesses. At the heart of Four Points is their proprietary Four Points Momentum Index (FPMI)—a quantitative, rules-based investment strategy designed to dynamically adjust exposure to equity and fixed-income ETFs in response to market trends. This adaptive trend-following approach aims to harness growth during bull markets while actively mitigating downside risk by reallocating capital into less correlated asset classes during downturns.

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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