About Us

Axis Point Capital is a
Newport Beach-based
registered investment advisor (RIA).

Our flagship equity strategy has a growth focus. It utilizes a macro overlay with futures and options to hedge beta exposure and limit drawdowns.

In short, we bring hedge-fund level sophistication to retail investment portfolios.

The Axis Point Advantage

• Priority on risk management, with a process refined over years of professional investing.
• Successfully implemented investment processes at numerous large firms.
• Managed portfolios through stable and volatile environments including the crashes of 2008 and 2020.
• Advanced expertise utilizing options and derivatives in portfolios.
• Detailed tracking implementation of non-traditional data such as gamma, sentiment indicators and skew readings.
• Thorough understanding of the Fed and macro forces impacting the economy and markets.
• Passion working with investors to solve problems and find analytical solutions to investment dilemmas.