Fyra Capital Management

Pineridge Advisors, LLC, operating as FYRA Capital Management, is a Registered Investment Advisor offering customized investment strategies through a wrap fee program. The firm provides discretionary investment advisory services for a flat dollar fee, including investment analysis, portfolio allocation, financial planning, and ongoing monitoring. Clients' assets are primarily allocated among mutual funds, ETFs, and individual securities based on their investment objectives. FYRA acts as a fiduciary, reviewing portfolios regularly and making adjustments as needed. The firm may engage independent sub-advisors to manage specific assets within a client's portfolio. Clients have full control over engaging other professionals and can place reasonable restrictions on their investments. The firm caters to individuals, high net-worth individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, with no minimum account value requirement. FYRA employs fundamental, quantitative, technical analysis, asset allocation, and mutual fund/ETF analysis in its investment strategies. The firm discloses potential risks associated with investing, such as market, foreign securities, interest rate, and credit risks. FYRA also provides insights into its code of ethics, custody practices, client referrals, and compensation arrangements, emphasizing transparency and client-centric services.