A complete list of active advisors currently associated with True Vine Investments
Warmer can help you find a great advisor at True Vine Investments or one who fits your needs even better.
True Vine Investments is a sole‑advisor registered investment adviser that manages accounts for a small group of clients—approximately 15—including individuals, trusts, estates, charitable organizations and some institutional clients. The firm offers discretionary portfolio management of diversified, long‑term equity and ETF portfolios and also provides allocation advice for employer‑sponsored defined contribution plans. The investment approach is global and trend‑oriented, combining macro trend identification, market‑condition analysis, and company‑level fundamental research to construct longer‑term portfolios with occasional shorter‑term adjustments. Portfolios emphasize individually selected domestic and foreign stocks and ETFs, and may include exposure to foreign currencies, low‑priced foreign equities, and commodity/currency/interest‑rate‑hedged ETFs that use derivatives. Notably, the firm requires clients to custody accounts at a single broker‑dealer (Interactive Brokers) to access international markets and execution, a directed‑brokerage practice that is less common among peers. Its Code of Ethics includes religiously framed language and the advisor discloses personal ownership of many of the same securities held for clients, and—given the firm’s small size—has not implemented a formal personal‑trading policy.
To learn more about the advisors currently working at True Vine Investments, 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 |
|---|---|---|
Williamsport, PA
| 4
|
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