Thanks to Leo Almazora at InvestmentNews for covering our launch.
He discussed our acquisition of Mount Yale Capital Group, our new executive chairman, and our plan to introduce a new co-investment opportunity for our partner firms called Alt:62.
“Launching exclusively with family office capital empowers us to pledge to our partners that we will not compromise our shared vision,” our founding partner Jim Dickson said about Alt:62.
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
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More articles
As Financial Literacy Month draws to a close and we enter a season that celebrates caregivers, parents, and graduates, we’re reminded of one simple truth: financial literacy is one of the most impactful gifts we can give.
The minority investment in Fortage Capital kicks off what Elevation Point CEO Jim Dickson said should be an active remainder of the year with breakaway wirehouse teams and larger RIAs.
Jim Dickson spoke to Citywire about his firm’s latest investment, Michigan-based Fortage Capital Advisors.
