West Pine 43 LLC is a full service Registered Investment Advisor. They are a financial planning and asset management firm. The firm helps affluent clients grow/manage their wealth and work with their advisor. Their clients include individuals, corporations, endowments and charitable foundations. Kevin Pellegrini is CEO and Managing Member. He has previously held leadership roles for the last decade on Wall Street including as a Director at Oppenheimer & CO. He started his career in the boutique investment bank and advisory space and the experience has provided him with cross sector experience.
Today, West Pine 43 LLC is pleased to announce the public launch of its Discovered Opportunities Platform. This innovative and powerful program helps highlight fund managers & fund opportunities for their advisors. It provides them with objective, third party mutual fund managers and/or separate accounts that West Pine 43 LLC believes offers an attractive opportunity in the current environment. A dedicated process that analyzes and monitors the philosophy, track record and standard of service of every highlighted manager and mutual fund in the program.
It takes a disciplined process of evaluating, selecting and monitoring leading traditional and non traditional managers; access to a variety of investment structures, both US domestic and offshore. “There’s a growing demand for custom in the wealth management space today. In utilizing a diversified group of complementary investment vehicles, asset allocation can play an integral role in seeking to help achieve a client’s financial objectives. We are excited about our Discovered Opportunities Platform roll out and believe it’s a differentiator for West Pine 43 LLC and adds value to our advisors/clients. The goal is to help highlight opportunities that we find attractive. The ability to help navigate a large top heavy intimidating industry is priceless in my opinion”. Mr.Pellegrini says.
According to statista.com last year there were around 7,400 mutual funds. For the last several years it has hovered around that number. The leaders include Blackrock, Fidelity and Statestreet to name a few. It has been this way for over a decade. In fact when it comes to assets, Blackrock controls nearly half in the entire industry according to statista.com. The CEO Laurence Fink is a polarizing figure and at times controversial. Regardless of your view on Fink, one matter everyone tends to agree on is that the industry is top heavy and difficult to navigate at the very least.
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 worth, corporate retirement plans, endowments and charitable foundations. The firm core principals include value added investments and financial planning to help its clients.
For more information, please visit www.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.