Pine Cone Capital is a fee only, licensed investment advisor. We’ve set up the
company business model in a manner that aligns our clients’ goals with ours and
minimizes conflicts of interest. We believe that we are different from other
financial professionals in the following ways:
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We focus on investments only; if you need life insurance, long term care, or other insurance products, we refer you to others who specialize in those products. | |
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We want you to be educated about security characteristics, risk, and investing. | |
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We want you to ask us tough questions and understand our investing approach. | |
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We want you to understand your previous investment performance and expense profile prior to hiring us. | |
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We minimize conflicts of interest; we do not receive commissions; we do not use any proprietary financial products and are free to select from a wide universe of investments. | |
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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. | |
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We disclose how we conduct business and potential conflicts of interest with our Form ADV. | |
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We do this for a very fair and competitive fee. | |
©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.