We review your portfolio every day.
Our Services
Founded in March, 1998 by Christopher Lorenz, Pine Capital, LLC is a private and institutional wealth management company. Pine Capital helps individuals, family groups and institutions create, implement and manage sophisticated investment strategies for long-term growth. Our client’s assets are held at TD Ameritrade Institutional, which gives our client’s the power and security of a large financial institution while also affording them the personalized service available only from a boutique investment firm. Pine Capital works with our clients to create the strategy then directs TD Ameritrade to execute it. Pine Capital does not receive any compensation from TD Ameritrade so the only way we can grow our compensation is by growing your account.
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Revocable & Irrevocable Trust Management
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Holistic Management
We 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 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.