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Vines Capital Management 

Our Firm

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.

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Over three decades of managing traditional and alternative assets through various market cycles

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Crafting optimal investment solutions by effectively evaluating opportunities across various asset classes

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What can you expect from Vines 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

  • Mutual accountability to achieve your goals

  • Security and transparency

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Presentation

Download the Vines Capital Management Presentation to lean more about how we can help you develop a personalized strategy using world-class investment solutions with continual oversight and accountability. 

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