A complete list of active advisors currently associated with Laurentine Investments LLC
Warmer can help you find a great advisor at Laurentine Investments LLC or one who fits your needs even better.
Laurentine Investments LLC is a very small, independent investment adviser managing roughly $4.1 million on behalf of four clients, providing discretionary portfolio management to individuals, high‑net‑worth individuals and trusts. The firm establishes an investment policy statement for each client and implements portfolios under a limited power of attorney with regular monitoring. The firm’s investment approach emphasizes fundamental analysis and a value‑oriented, long‑equity strategy with long holding periods and regular portfolio reviews. It also discloses historical performance in its materials and employs performance‑based compensation arrangements for qualifying clients, a practice that is uncommon among solo independent advisers. Operational features that distinguish the firm include a requirement that clients use a specified broker‑dealer for executions, a stated decision not to employ leverage or short selling after earlier consideration, and the practice of fee deduction directly from custodian accounts without taking formal custody. The principal recently established a separate land‑development business that now occupies a material portion of his time, a structural detail that may affect how resources are allocated compared with peers.
To learn more about the advisors currently working at Laurentine Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Traverse City, MI
| 2
|
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