A complete list of active advisors currently associated with Seven Pines Capital, LLC
Warmer can help you find a great advisor at Seven Pines Capital, LLC or one who fits your needs even better.
Seven Pines Capital, LLC provides ongoing asset management and investment advice to individuals, high-net-worth clients, businesses, and retirement plan sponsors and participants. The firm also offers pension consulting services for plan sponsors and individualized participant advice, including investment policy development, due diligence reviews, and monitoring of plan investment options. The firm manages client accounts on a discretionary basis through separately managed accounts and uses a mix of fundamental, technical, and charting analysis to guide portfolio decisions. Implementation can include options and other derivatives strategies (covering option writing and spreads), and the firm routes execution and custody through a designated institutional custodian that supplies trading and research tools. Noteworthy for an independent adviser of its size, Seven Pines combines institutional portfolio management and ERISA-focused pension consulting alongside retail asset management — services that are relatively uncommon among peers. The firm reports approximately $1.55 million in discretionary assets under management, conducts quarterly account reviews, and allows clients to impose reasonable investment restrictions tailored to their circumstances.
To learn more about the advisors currently working at Seven Pines Capital, 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 |
|---|---|---|
Indialantic, FL
| 6
|
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