Pinecrest Advisory Services, LLC

Pinecrest Advisory Services, formed in February 2025, provides portfolio management and pension consulting services to pension and other employee benefit plans, as well as to institutional clients, charitable organizations and business entities. The firm prepares written investment policy statements and offers discretionary portfolio management across a broad set of investments, including equities, mutual funds, REITs, ETFs, fixed income, private placements and venture capital interests.

Pinecrest employs a mix of charting, fundamental, quantitative and technical analysis and implements both long- and short‑term trading strategies, tailoring model allocations and specific recommendations to client goals, demographics and risk tolerances. It generally seeks discretionary trading authority, documents client risk profiles in IPSs, and maintains allocation policies intended to treat clients equitably while offering both asset‑based and performance‑based fee arrangements.

Compared with many peers in the investment‑manager category, the firm’s explicit pension consulting practice — covering plan objectives, manager recommendations, monitoring and recommendation of other service providers — is an uncommon feature and may be especially relevant to plan sponsors. The brochure also discloses outside business affiliations (including insurance/benefits activities and a family‑office entity), acceptance of performance‑based fees with a high‑water‑mark structure, and that the firm currently reports no assets under management, factors that institutional clients may consider when assessing conflicts of interest, capacity and fee alignment.