Pinestar Capital Advisors offers fully-customized asset management services, which involves Pinestar Capital Advisors consulting with you to develop an investment strategy tailored to your unique investment objectives and circumstances, and thereafter providing you with regular and ongoing supervision over your specified accounts. All of our services, including asset management, are delivered to you on a fiduciary basis.

When providing asset management services, we maintain trading authorization over your specified account(s), which means your advisor is able to conduct trades on your behalf. Your investments are held by a qualified third-party custodian, such as Charles Schwab, and you maintain access to and ownership of your assets at all times. In contrast to some registered advisors, we do not accept custody of client funds or securities at any time.

You have the ability to choose whether you would like Pinestar Capital Advisors to exercise autonomous discretion over your account(s) (discretionary asset management), or whether you would like your advisor to contact you for authorization prior to executing trades (non-discretionary asset management). Whether you prefer a “hands off” approach that lets you maximize life’s other pursuits, or a more active, collaborative investment advisory relationship, your advisor is ready to partner with you to effectively navigate the evolving and endlessly fascinating journey that is investing in today’s complex markets.

For more information about the firm’s deep macro investment approach, please see our Investment Philosophy page.