Finestone Partners strive to preserve your capital and transfer your wealth through personalized service. Our approach rests on 3 principals: integrated research, active risk management and client alignment.
We integrate strategic and tactical asset allocations using one of our proprietary Strategical® portfolios. The models are built with traditional and non-traditional asset classes around a tactical core.
For those clients who want a more customized portfolio, we offer Investment Consulting to design a portfolio best suited for your individual needs and goals. We offer a wide range of investment vehicles including, but not limited to mutual funds, individual stocks, bonds, structured products, MLP’s, private placements, hedge funds and separately managed accounts.