Managed Accounts

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Individual Managed Accounts

Lorintine Capital works with individuals and their retirement, college savings, and other intermediate to long term investment accounts. Through TD Ameritrade Institutional, we can act as the investment advisor on a wide variety of account types such as:

  • Individual, joint, or community property
  • Custodial (UGMA/UTMA)
  • Trust
  • Traditional or Roth IRA
  • Coverdell (Education IRA)
  • Traditional or Roth Beneficiary IRA
  • SEP or Simple IRA
  • Individual 401(k)

RISKALYZE

To help us best learn about a client's willingness and need to take investment risk, Lorintine Capital has partnered with one of the leading risk analytics firms in the country, Riskalyze. Riskalyze believes the days of stereotyping investors based on their age and income, as many larger firms practice, is not in each investor's best interests as each investor is different. Riskalyze is the world's number one ranked risk alignment platform. Like Lorintine Capital, Riskalyze advocates the principal that setting portfolio expectations using risk, as opposed to average return, leads to better informed clients, happier clients, and clients with a more realistic expectation of portfolio performance.

To help investors identify their risk tolerances, Riskalyze has developed the Risk Number®. The Risk Number quantitatively pinpoints risk tolerances of each individual investor using a short questionnaire. Try it out and see what your risk score is: Take the Riskalyze Assessment Today.

CORE INVESTMENT STRATEGIES

After determining a client's risk score, Lorintine Capital typically implements one of four core portfolios:

1. Defensive

2. Conservative

3. Moderate

4. Aggressive

Each portfolio is based on an investment philosophy known as evidence based investing -- we look towards financial science and the evidence of history to construct efficient, low cost portfolios built to stand the test of time. Our core portfolios are constructed with mutual funds and ETF's from leading asset managers such as Dimensional Fund Advisors, AQR Capital, Vanguard, and others.

Lorintine Capital believes that disciplined asset allocation decisions based on an investors willingness and need to take risk are the key to success - not trying to guess where markets will go next or which individual stocks are likely to outperform.