Kevin Pellegrini is CEO of West Pine 43 LLC, a registered investment advisor. They are an asset management and financial planning firm. A full service comprehensive wealth management firm. Today, the firm announced they added West Pine 43 LLC- Asset Management -Cash Management Services which enables corporate entities as well as individuals to outsource their surplus cash to experienced and highly trained professionals, skilled in short term cash and fixed income portfolio management. Safekeeping of fixed income investments or corporations could declare a single custodian. It's made up of a tailored portfolio to fit each entity's specific investment needs and includes assistance in the development of an investment policy and implementation of a custom approach with consideration of items such as cash burn, risk tolerance and tax implications. Comprehensive month end reporting via Clearwater Analytics. The goal is to make the company, board and executives proud.
It's another custom solution and service they add to their diverse platform. In Q2, it's Discovered Opportunities Platform launched which serves as an ecosystem to highlight third party portfolio/fund managers to their advisors. They track 350 managers in total. In addition, West Pine 43 LLC- Asset Management added Portfolio Income Enhancement Solutions (PIES), a unique strategy that's income oriented and offers both a hedge and non hedged version.
Kevin Pellegrini, CEO West Pine 43 LLC "West Pine 43 LLC- Asset Management- Cash Management Solution is another value add for the firm and it's advisors/clients. We believe in a flat management style. When it comes to working with corporations, communication is key. When dealing with a Board Chair or CFO whom may be strong willed try laying out multiple options and finding middle ground."
About West Pine 43 LLC:
West Pine 43 LLC is a Registered Investment Advisor based in New York that offers a full suite of financial planning and asset management services to high net, corporate retirement plans, endowments and charitable foundations. The firm's core principals is bringing value added- investments and financial planning to help its clients. For more information, please visit wpine43.com
Advisory services are only offered to clients or prospective clients where West Pine 43 LLC are properly licensed or exempt from licensure. No advice may be rendered by West Pine 43 LLC unless a client service agreement is in place.