Pivot Point Advisors

Brett Anderson, the founder and president, serves as the primary investment decision-maker. He draws on his background as a financial planner and practice owner to evaluate opportunities, supported by a network of tax counsel and estate specialists. The office does not operate an investment committee structure typical of multi-family offices.

The firm is the primary investment vehicle for the Anderson family's consolidated capital, following the 2014 sale of Hudson Financial Solutions. Its design integrates portfolio management, tax planning, and multi-generational trust administration under one roof — a distinct posture from a pure investment office.

The office deploys across private credit, structured debt, healthcare services equity, direct operating-company positions, Upper Midwest commercial real estate, and liquid public securities. Allocations are driven by post-tax return optimization and liability matching for the family's trust structures.

Yes. The firm co-invests with a select network of regional developers, family-run enterprises, and specialty finance groups. Its November 2023 healthcare lending expansion, for example, was executed through a Minneapolis-based co-lending partner rather than a fund commitment.

The office concentrates on the Upper Midwest, with a heavy weighting toward Minnesota-based private companies and Twin Cities real estate. There is no public indication of active investments outside the continental United States.