Quarterpoint Capital Management, LLC is a registered investment advisor headquartered in Montana.
If you are interested in the nuts and bolts of our fees and how to become a client, please click here. Also feel free to read this Q&A.
We manage irreplaceable money for the long term in an honest, responsible way.
We invest by buying assets at prices less than our estimate of their worth. This lowers risk while simultaneously improving return.
We were founded in 2013 during a time of extremely low interest rates. At founding, a 2-year Treasury note yielded a quarter percentage point (0.25%). Our name reminds us of the difficulty savers face in maintaining their purchasing power.
Quarterpoint Capital Management, LLC. (Quarterpoint) is a state-registered investment advisor located in Montana. Quarterpoint and its representatives are in compliance with current registration requirements for states where Quarterpoint maintains clients. Quarterpoint may only transact business in states where it is registered or qualifies for an exemption. For information on the registration status of Quarterpoint, please contact us. Material on this website should not be construed as a solicitation or attempt to effect transactions in securities and is of general nature only and not investment advice.