West Pine 43 LLC is a registered investment advisor. They do asset management and financial planning. In Q2 they announced their Discovered Opportunities Program and it's alive and well. Many of their funds or portfolio managers they've highlighted have delivered compelling performances. The work never stops and they continue to be in pursuit of unique and interesting strategies. They plan to add to their Discovered Opportunities Platform in early 2024.
The CEO & founder is Kevin Pellegrini. With leadership roles at Oppenheimer & other Wall Street firms he brings cross sector experience and high performer credentials. "We understand that offering differentiated investment content is vital to growth and the business of an advisor and we do our best to deliver." Says CEO Kevin Pellegrini. They host meetings weekly with strategies and this helps drive their due diligence process. Boots on the ground type of approach is what they try to emulate. At times they will have to turn down meetings if during their early discovery process they decide that it's not a good fit for their advisors. In terms of what they look for, they share three attributes among others that they find compelling in a strategy. Flexible in approach yet concentrated in portfolio construction when compared to larger peers. These strategies may be able to do a little bit more and do not have the constraints that sometimes come with size. Interesting market dynamics. Lastly, skin in the game.
These are just a few attributes that West Pine 43 LLC- Asset Management finds enticing among others. West Pine 43 LLC -Asset Management are continuously looking for new emerging ideas that arise in the marketplace. By early 2024 they plan to add to their platform with a 2nd wave. Whether these unique opportunities are added as a core of a portfolio or a satellite position is up to the individual advisor and client. As always, having a longer term mindset and realistic expectations is important in achieving goals and success. They are excited about the future as they continue to look for significant opportunities in the marketplace.
About West Pine 43 LLC West Pine 43 LLC is a registered investment advisor that offers a full suite of financial planning and asset management services to high net worth, corporate retirement plans, endowments, and charitable foundations. The firms core principals is bringing value added investments and financial planning to help its clients. For more info, please visit our website. Advisory services are only offered to clients or prospective clients where West Pine 43 LLC are properly licensed or exempt from licensure. No advice may be rendered unless a client service agreement is in place.
Advisory services are only offered to clients or prospective clients where West Pine 43 LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by West Pine 43 LLC unless a client service agreement is in place.
The commentary in the aforementioned websites reflects the personal opinions, viewpoints and analyses of the West Pine 43 LLC employees providing such comments, and should not be regarded as a description of advisory services provided by West Pine 43 LLC. Nothing on these websites should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
The views reflected in the commentary are subject to change at any time without notice. West Pine 43 LLC manages its clients' accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. To determine which investments may be appropriate for you, consult your financial advisor prior to investing.
Website: https://wpine43.com/
