"Welcome to the last investment firm you'll ever need."
Lorintine Capital is a unique investment advisory firm. Our advisors do not receive commissions for selling securities or accept referral fees. We believe the only consideration in making recommendations to you is how likely it is to help you achieve your goals. As an independent firm we are not beholden to any company or product. This firm is small, nimble, and client focused - yet we offer a wide variety of products and services to meet the needs of our diverse client base. Low overhead ensures we can remain focused on client goals. Our principal advisors have achieved the CERTIFIED FINANCIAL PLANNER™ designation, personally own the investments they recommend, and are advocates of the fiduciary standard.
WHAT WE DO
Lorintine Capital believes in the value of long term planning and offers the education and perspective to help clients define and achieve their financial goals. You can expect an advisor-client experience that includes conviction in our investment philosophy, confidence in our advice, and an unwavering focus on your personal situation. We will educate you about investing in a way that makes sense, and we'll set expectations of what's likely, as well as what's possible, in both the short and long term. Our message will be consistent during up and down markets, and always based on historical evidence instead of anecdotal opinions. We will be here to help you filter through the noise of financial media, liberating you to live your life to the fullest knowing you have a sound financial plan. Together, we'll enjoy the ride.
One of the foundations for any advisor-client relationship is an understanding of that client's preferences and risk tolerances. Lorintine Capital asks its clients and potential clients to go through a simple questionnaire to help us learn about their preferences.
We believe that the days of stereotyping investors based on age and income, as most large firms do, is not in each individual's best interest as each individual is different. Instead, setting expectations based on portfolio expectations and education, leads to better informed and happier clients. We also have learned that many investors put themselves into a category such as "aggressive" or "risk adverse," without knowing what those categories really mean. Completing this basic questionnaire helps us develop the most target services to our clients.
It's free and comes with no obligation. Click here to take our free Risk Assessment Quiz Today.
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