Meranti Capital Partners, INC.

The firm provides portfolio management and financial planning to individuals, families, trusts, estates and retirement plans, offering both one‑time plans and ongoing planning with periodic updates and legacy/financial education events. Services are tailored through an Investment Policy Statement and the firm may manage accounts on a discretionary basis when authorized by the client.

The adviser draws on a mix of analytical methods — including fundamental, quantitative, technical, cyclical and modern portfolio theory — and employs long‑ and short‑term trading, options strategies and exposure to alternative and private investments (for example, hedge funds, private equity, venture capital, private placements and precious‑metal ETFs) where appropriate. Clients can impose investment restrictions and the firm may use model allocations or individualized recommendations to match goals, time horizon and risk tolerance.

Notably, the firm accepts performance‑based fees, a practice that is uncommon among independent advisers and that the brochure highlights as a potential source of conflicts to be managed. The firm also discloses the principal’s outside activities (insurance sales, real estate brokerage and securities instruction) and documents policies intended to allocate opportunities fairly and address conflicts while providing ongoing client support.