Welcome to the Pine Cone Capital
website.
Founded in 2003, we are a fee only investment advisor licensed with the State of Colorado and State of Missouri Divisions of Securities. We manage assets and provide investment advice for individuals and families, businesses, foundations, and benefit plans.
Being licensed in Colorado and Missouri allows us to conduct business throughout the entire United States under reciprocal agreements with most states. We currently have clients domiciled in 9 states. We would welcome the opportunity to help you define and achieve your financial goals. Please enjoy our website.
Why utilize an investment advisor?
An investment advisor can help you crystallize and prioritize realistic investment goals, can propose a solid plan for maximizing your chances of attaining those goals, and can recommend appropriate specific investments. Importantly, an investment advisor regulated under the Investment Advisor Act of 1940, as opposed to other financial professionals who are not IAs, has a fiduciary duty to you. We act in our clients’ best interests.
Why utilize Pine Cone Capital?
A mutually rewarding relationship with an advisor is based on trust and interaction that align the client’s and advisor’s interests toward a common goal. We seek to develop a close, consultative relationship with our clients and provide structure, objectivity, and diligence to the investment decision making process.
We structure our relationship so that potential conflicts of interest are eliminated. We are independent of any proprietary financial products and are not paid by commissions, so we have no hidden agenda in any advice we give you. We use the same philosophy, implement the same strategy, and invest in the same securities for you as we do for ourselves and our families.
Founded in 2003, we are a fee only investment advisor licensed with the State of Colorado and State of Missouri Divisions of Securities. We manage assets and provide investment advice for individuals and families, businesses, foundations, and benefit plans.
Being licensed in Colorado and Missouri allows us to conduct business throughout the entire United States under reciprocal agreements with most states. We currently have clients domiciled in 9 states. We would welcome the opportunity to help you define and achieve your financial goals. Please enjoy our website.
Why utilize an investment advisor?
An investment advisor can help you crystallize and prioritize realistic investment goals, can propose a solid plan for maximizing your chances of attaining those goals, and can recommend appropriate specific investments. Importantly, an investment advisor regulated under the Investment Advisor Act of 1940, as opposed to other financial professionals who are not IAs, has a fiduciary duty to you. We act in our clients’ best interests.
Why utilize Pine Cone Capital?
A mutually rewarding relationship with an advisor is based on trust and interaction that align the client’s and advisor’s interests toward a common goal. We seek to develop a close, consultative relationship with our clients and provide structure, objectivity, and diligence to the investment decision making process.
We structure our relationship so that potential conflicts of interest are eliminated. We are independent of any proprietary financial products and are not paid by commissions, so we have no hidden agenda in any advice we give you. We use the same philosophy, implement the same strategy, and invest in the same securities for you as we do for ourselves and our families.
©2006 Pine Cone
Capital - Professional Investment
Management - Web
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The information on this website is for general informational purposes only and is subject to change. Our website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice. Information throughout this site has been obtained from sources that are believed to be accurate and reliable; however, we cannot guarantee the accuracy of all material, nor can we be responsible for information on linked websites. We do not offer or render investment advice through this medium, and nothing on this website should be considered investment, financial, tax or legal advice. Nothing should be interpreted to state or imply that past investment results are necessarily indicative of future performance.
home | our goals | our philosophy | who we are | our performance | newsletters | why we are different | contact us | links
The information on this website is for general informational purposes only and is subject to change. Our website does not represent a solicitation or offer to buy or sell securities. Further, it does not represent an offer to provide investment advisory services in states where we have not filed notice or where we do not have an exemption or exclusion from filing notice. Information throughout this site has been obtained from sources that are believed to be accurate and reliable; however, we cannot guarantee the accuracy of all material, nor can we be responsible for information on linked websites. We do not offer or render investment advice through this medium, and nothing on this website should be considered investment, financial, tax or legal advice. Nothing should be interpreted to state or imply that past investment results are necessarily indicative of future performance.