Independent Advice | Independent Investors
Bespoke Portfolio Management
Fiduciary Investment Advice
Candid Market Perspectives
Tailored Investment Strategies
INVESTMENT SERVICES
Pinestar Capital Advisors is an independent, fee-only investment advisory firm.
Professional Portfolio Management
Fully-customized investment portfolios to meet each client’s objectives
Ongoing monitoring and supervision of accounts
Thoughtfully designed multi-asset class allocation strategies
Discretionary asset management, non-discretionary asset management, and asset monitoring options available — you decide how you want to work with your advisor
Advice and management for a wide range of assets, including mutual funds, ETFs, equities (stocks), fixed-income securities (bonds), REITs, LPs, CEFs, precious metals, cash and cash equivalents, and other exchange-traded securities, as appropriate and suitable
Specializes in very long-term investment horizons, with a deep macro, low-turnover bias
Investment & Financial Consulting
Guidance on complex investment-related matters, including:
Substantial acquisitions / divestures of investment portfolio assets
Estate planning and inheritance
Marriage and divorce financial counseling
Charitable activities
Consulting services for small businesses and organizations who:
Maintain long-term investments as a component of their capital structure
Seek advice on cash yield optimization strategies
Are contemplating a significant financial transaction
Personalized investment advice, research and education for individuals and families
Investment portfolio reviews and second opinions for established accounts managed elsewhere
Modular Financial Planning
Limited-scope financial planning for clients and prospective clients on specific investment and financial matters†
† Although we would love to work with everyone, Pinestar Capital Advisors does not typically offer ongoing, comprehensive financial planning and wealth management services (e.g., budgeting, bill pay, retirement planning, insurance, or personal tax optimization advice). We believe such services are best provided by a CFP®, CPA or similar-type professional who specializes in those important topics. However, Pinestar Capital Advisors does offer limited (i.e., modular) financial plans on a one-off basis for clients or prospective clients with areas of concern related to their investments — e.g., investment strategy, theory, tactical considerations, execution, capital markets research, etc. — which overlap directly with our core areas of expertise: investing and asset management.