Pine Lake Group

Our goal is to build personalized portfolios and financial plans that meet the needs of each of our clients. The foundation of our investment process is fundamental research. We seek investment opportunities in stocks and bonds that we believe are priced below intrinsic value based on our research with the intent of holding positions over an investment horizon. Client investments are implemented primarily through diversified investment models that invest in individual stocks and exchange traded funds (ETFs). All client portfolios are diversification across multiple asset classes in an effort to reduce portfolio volatility and mitigate risk.