A complete list of active advisors currently associated with Pine Capital

Warmer can help you find a great advisor at Pine Capital or one who fits your needs even better.

Pine Capital provides discretionary investment management for individuals, trusts and select institutional clients, including charitable organizations, through client-owned separate accounts held at outside custodians. The firm serves both high-net-worth and non-high-net-worth individual clients and generally expects a $500,000 minimum investment, though it may accept smaller accounts at its discretion. The firm emphasizes fundamental, research-driven equity selection using a growth-at-a-reasonable-price (GARP) approach and constructs portfolios primarily from individual stocks and bonds, with ETFs and closed-end funds typically representing less than 10% of holdings. Pine Capital also employs dollar-cost averaging, actively manages accounts on a discretionary basis, and has experience helping clients establish and manage Rule 10b5-1 trading plans for corporate insiders. Compared with many peers, Pine Capital operates with two advisors and about $81.5 million in assets under management while maintaining boutique, company-level primary research and several related business activities, including timberland consulting and paid trustee arrangements that the firm discloses and monitors for conflicts of interest. The firm commonly recommends a single custodian (Charles Schwab) and may obtain broker-provided research or services, which it says it considers when seeking execution and custodial arrangements.

To learn more about the advisors currently working at Pine Capital, 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.