Lone Pine Advisory Services offers discretionary and non discretionary asset management and advisory services to municipal entities throughout the state of Oregon. Lone Pine Advisory Services focuses primarily on cities, counties, and school districts with the goal of offering an alternative strategy while adding financial performance to specific fund(s) of account(s). The fund accounts may be any of the following:
Services Include:
Lone Pine Advisory Services offers fee-based discretionary asset management. This style of management has a number of benefits, especially for smaller cities where the financial staff cannot always devote 100% of their energy toward investments.
Discretionary management does not require pre-approval from the client prior to trade execution. This type of management allows for a much more efficient process. Lone Pine Advisory Services will meet with each client at least quarterly to discuss reporting, performance, as well as any new developments.
Lone Pine Advisory Services has the ability to use multiple custodians for their clients. This service is included as part of the fee, which gives you online access to your account in addition to a monthly statement.
In addition to receiving a monthly statement from your custodian, Lone Pine Advisory Services will also generate a quarterly report using Black Diamond Asset Management software to help you manage your fixed income holdings.