Dedicated to combining the highest levels of integrity, research, and discipline
Vines Capital Management is a privately owned independent Registered Investment Advisor specializing in customized investment portfolios and highly sophisticated wealth planning solutions for high net worth families, individuals, and businesses. Vines Capital Management Combines independent world-class asset management with a personalized planning approach.
Over three decades of managing traditional and alternative assets through various market cycles
Crafting optimal investment solutions by effectively evaluating opportunities across various asset classes
What can you expect fromVines Capital Management?
Clear and concise financial goals and objectives
A strategic plan to meet your targets
Understanding and minimization of your family’s complete financial risk exposure
Transparent fees: both tiered fee and flat fee structure with NO commissions
Timely advice on the tax, investment, and economic data that is meaningful to your personal situation
Coordination and recommendation of other experts such as insurance agents, attorneys, and CPAs to ensure a working relationship that holistically maximizes financial decisions
Ongoing active portfolio management and independent reporting