Lorintine Capital is a full service investment advisory firm that works with our clients to identify the best options for them.

Our 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 soft dollars or other compensation 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

  • 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

  • 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