Pine Valley Investments

Pine Valley Investments Limited Liability Company, established in October 2014, offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm may also act as a subadvisor to unaffiliated advisers and provide pension consulting services. Clients have the option to impose restrictions on investments based on personal values. The firm's fee structure for portfolio management services ranges from 1.00% to 1.80% annually based on total assets under management. Pine Valley Investments manages over $2 billion in discretionary assets and provides ongoing consulting services to pension plans. The firm employs fundamental, technical, and quantitative analysis in its investment strategies, including long-term trading, short sales, margin transactions, and options trading. Clients have the option to direct brokerage transactions to specific broker-dealers. Pine Valley Investments acts as a fiduciary, voting proxies in clients' best interests and disclosing any conflicts of interest. The firm does not accept performance-based fees and has no disciplinary information. Clients must meet a minimum account size of $500,000 for portfolio management services. Pine Valley Investments emphasizes transparency, client communication, and adherence to fiduciary duties in its investment approach.