West Pine 43 LLC

West Pine 43 LLC provides ongoing portfolio management and related advisory services to individuals (including high-net-worth individuals) and also accepts corporate/business entities and pension or institutional clients. The firm prepares an Investment Policy Statement for each client and delivers regular custodian reports while charging asset-based advisory fees, a common practice among independent advisers.

The firm pursues an all-cap momentum approach geared toward long-term capital appreciation, typically recommending equities via ETFs and mutual funds, and may use long- and short-term trading, margin, and options strategies. While West Pine 43 can exercise discretionary trading authority, the majority of its reported assets are managed on a non-discretionary basis, and it operates a wrap fee program that may implement tactical option strategies or leveraged-ETF approaches for wrap accounts.

Distinctive aspects include sponsoring its own wrap fee program that bundles management and execution and may employ options or levered ETF strategies—an uncommon arrangement for peers—and a client mix that includes corporate and institutional accounts alongside individual clients. The firm also uses a mix of charting, quantitative, fundamental, and technical analysis, recommends Interactive Brokers for execution, and does not aggregate block trades for multiple client accounts, which may influence execution outcomes.