Four Pines Financial

Overview

Four Pines Financial is a small, independent registered investment advisor that focuses on financial planning and discretionary portfolio management for individuals, families and small business owners. The firm runs an equity-first investment approach: exchange-traded securities make up the bulk of assets under management and drive portfolio construction decisions. Clients are charged a mix of percentage-of-AUM fees and fixed fees, and portfolios are managed on a discretionary basis where the advisor implements and rebalances positions to meet client objectives. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices