OUR PRODUCTS

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Products

Finding the best investment product and strategy for you can be confusing, often with hidden fees and costs. Lorintine Capital is a full service investment advisory firm that works with our clients to identify the best options for them.

Whether it is developing a financial plan, placing an investment into specific funds, managing a 401(k) or IRA, or a more specialized investment, our firm has the ability to manage each investor's individual needs. As an independent firm, we have access to numerous options frequently not available to "branded" firms. Our independence means we can evaluate and select the best products for you, regardless of the company involved. And since we do not take commissions, soft dollars, or compensations from third parties, we minimize conflicts of interest with you.

Financial Planning

  • Comprehensive Financial Planning
  • Meet with clients
  • Obtain information about current financial status and financial goals
  • Put together a plan to meet those goals

Managed Accounts

  • Low cost broadly diversified asset allocation portfolios
  • Different strategies for different risk tolerances and needs
  • Evidence based portfolio construction

Retirement Plan Services (Corporate)

  • Low cost
  • 3(38) Fiduciary services
  • DALBAR certified model portfolios
  • Institutional technology from both TD Ameritrade and Vanguard

Retirement Plan Services (Individual)

  • Custom reports for your employer retirement plan account to assist in portfolio selections
  • Quarterly reallocations
  • Flat fee

LC Diversified Fund

  • Flagship private fund directly managed by Lorintine Capital
  • Multi-asset and multi-strategy long-term investment
  • Core portfolio solution

 

 

Real Estate Funds

  • Invests in small balance commercial real estate segments across the US
  • Value-add, fee simple real estate
  • Core, fee simple real estate – cap rate compression
  • Commercial loan purchasing
  • Bridge financing
  • Provides asset backed (physical real estate) investment

Steady Options Fund

  • Based on the Steady Options strategy
  • Short term stock option strategies focused around the earnings cycle
  • Non-Correlated to the stock market
  • Potential for profits in a wide variety of market conditions

Business Consulting

  • Consult with entrepreneurs, start ups, and first stage companies
  • Assist with business formation and planning
  • Advise on budgeting, uses of funds, and business development
  • Create funding strategies, presentations, and investor plans