A complete list of active advisors currently associated with Tines Capital, LLC
Warmer can help you find a great advisor at Tines Capital, LLC or one who fits your needs even better.
Tines Capital, LLC serves individual and high‑net‑worth clients as well as corporate clients, providing tailored investment management and financial planning. The firm offers continuous portfolio management with client‑specific investment policy statements, complimentary cash‑management accounts for advisory clients, and access to RightCapital planning tools for clients who meet the firm’s minimum account threshold. The firm’s investment process blends algorithmic and discretionary approaches, using fundamental, technical and charting analysis alongside trend‑following and volatility indicators to inform allocations. Strategies range from regular rebalancing and unleveraged ETF portfolios to actively managed leveraged ETF and options strategies (including blended allocations), with predefined risk controls and the potential for automated trade execution through its systems and custodian. Tines Capital is notable for publishing predecessor, hypothetical and other performance illustrations and detailed charts in its brochure, including discussions of leverage decay and VIX‑related behavior, and for documenting the attendant risks. The firm also recommends and may co‑invest alongside clients in private placements or SPVs (with client allocation procedures described) and discloses that some representatives monetize similar trading strategies on third‑party subscription auto‑trading platforms, a potential conflict the firm says it addresses through allocation and disclosure practices.
To learn more about the advisors currently working at Tines 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 |
|---|---|---|
Tulsa, OK
| 1
| |
Broken Arrow, OK
| 1
| |
Tulsa, OK
| 5
|
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