- Charitable GivingWe understand that the investment portfolio is only one piece of the puzzle and individuals, and family groups can benefit from having a guide to help navigate tax liabilities, estate planning issues, charitable giving and young investor education. As part of our basic investment advisor fee, we help our clients pull together the appropriate professionals to maximize their ability to fund educational needs, reduce taxes or enjoy that long awaited vacation. We are not financial planners, but we can be your quarterback and guide you through these processes. The greatest obstacles to building your wealth are taxes, so Pine Capital works closely with your accountant to ensure that your investments are balanced with other aspects of your life, thus minimizing your tax liabilities. You work hard for your money. We will work hard to make sure that the maximum amount is passed on to your future generations.
- Roth IRA
- Mutual FundsWe believe direct ownership of stocks and bonds is the best way to provide diversification, reduce fees and enhance transparency. Our clients benefit from clearly seeing what they own, what it’s worth and how each investment fits into their broader portfolio. These direct investments constitute the “Core Holdings” of our clients’ portfolios. With that said we see value in having a specialized investment manager for certain types of investments and in that case, we will add a low fee mutual fund (or ETF) to complement the “Core Holdings”.
- Bonds
- Wealth ManagementFounded in March 1998 by Christopher P. Lorenz, Pine Capital, LLC is a private and institutional wealth management company. Pine Capital helps individuals, family groups and intuitions create, implement, and manage sophisticated investment strategies built on the foundation of
- Asset Management