Registered wealth management firm offering advisory and fiduciary services to high-net-worth individuals and small institutions, focusing on portfolio construction, financial planning and retirement solutions. Basepoint Wealth LLC combines discretionary investment management with financial planning, tax-aware strategies and access to mutual funds and ETFs. Positioned as a boutique RIAs alternative, it emphasizes personalized service, multi-asset allocations and fee-based advisory models suited to long-term wealth preservation.
Registered wealth management firm offering advisory and fiduciary services to high-net-worth individuals and small institutions, focusing on portfolio construction, financial planning and retirement solutions. Basepoint Wealth LLC combines discretionary investment management with financial planning, tax-aware strategies and access to mutual funds and ETFs. Positioned as a boutique RIAs alternative, it emphasizes personalized service, multi-asset allocations and fee-based advisory models suited to long-term wealth preservation.
Combines fiduciary, fee-based advisory discipline with long-term capital preservation and a tax-aware total-return focus. Emphasizes diversified multi-asset portfolios built from ETFs, mutual funds and select active strategies, using discretionary management to tailor allocations to cash-flow needs, risk tolerance and retirement objectives. Allocation decisions prioritize low-cost implementation, downside protection via fixed income and alternatives, and rebalancing-driven discipline. Capital deployment favors client-specific liability matching, holistic financial planning integration, and scalable boutique service to high-net-worth households and small institutions.
Combines fiduciary, fee-based advisory discipline with long-term capital preservation and a tax-aware total-return focus. Emphasizes diversified multi-asset portfolios built from ETFs, mutual funds and select active strategies, using discretionary management to tailor allocations to cash-flow needs, risk tolerance and retirement objectives. Allocation decisions prioritize low-cost implementation, downside protection via fixed income and alternatives, and rebalancing-driven discipline. Capital deployment favors client-specific liability matching, holistic financial planning integration, and scalable boutique service to high-net-worth households and small institutions.
| Trades 2525 | Longs Won 1720/2525 68% | Profit Factor 10.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,136.69 |
| Average Win $56,262.39 | Best Trade (Jul 10) $10.87M | Sharpe Ratio -10.3 |
| Average Loss -$11,209.59 | Worst Trade (Dec 30) -$843,541.15 | Z-Score 11.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w | Expectancy $34,751.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |