Lone Pine Advisory Services

Financial planner (show on map)

Independent investment advisory firm serving individuals, families, and municipalities in Oregon.

About

Lone Pine Advisory Services is an independent investment advisory firm partnering with Advisory Services Network, LLC. They serve individuals, families, and municipalities across Oregon.

The firm manages investment portfolios for clients' trusts, 401K/Profit sharing plans, IRAs, and foundations. Their services are fee-based, and they focus on offering clients custom portfolios consisting of a balance of equities, preferred stocks, and fixed income securities based on their needs and desires. They have the ability to offer multiple custodians for investment holdings, with a minimum portfolio size of $100,000 (exceptions may be made depending on circumstances).

Member of Advisory Services Network, LLC

Over 30 years of experience in securities and financial services

Certified Senior Advisor (CSA) designation

Fee-based advisory services

Custom portfolio construction with balance of equities, preferred stocks, and fixed income

Multiple custodian options included in fee

Quarterly reporting using Black Diamond Asset Management software

Specialized municipality advisory services for Oregon cities, counties, and school districts

Services

Wealth Management

Comprehensive wealth management services focused on achieving the best possible performance for each client through actively managing a well thought out investment strategy while meeting each client's specific needs.

Active investment strategy management Custom portfolio construction Collaboration with accountants, estate attorneys, planners, and consultants Certified Senior Advisor (CSA) services for seniors Multi-custodian support

Investment Offerings

Investment services including fixed income securities, municipal bonds, taxable fixed income, and equity strategies utilizing ETFs and individual stocks.

Fixed Income - Municipal Bonds Taxable Fixed Income Taxable Fixed Income Plus Equity Strategy using ETFs Individual stock selection (20-25 stocks for larger accounts) Multi-custodian support

Municipality Advisory

Advisory services for municipal entities throughout Oregon, including discretionary and non-discretionary asset management for cities, counties, and school districts.

Discretionary asset management Non-discretionary advisory services Investment policy review and creation Customized strategy development Quarterly reporting and performance reviews Multiple custodian support Black Diamond Asset Management software reporting

Credentials & Certifications

Certified Senior Advisor (CSA)

BBA from The University of Portland

Frequently Asked Questions

What types of clients do you serve? +

Lone Pine Advisory Services serves individuals, families, and municipalities throughout Oregon. They manage investment portfolios for clients' trusts, 401K/Profit sharing plans, IRAs, and foundations.

What is the minimum portfolio size? +

The minimum portfolio size is $100,000, however, exceptions will be made depending on the circumstances.

Do you offer discretionary asset management? +

Yes, Lone Pine Advisory Services offers fee-based discretionary asset management, which does not require pre-approval from the client prior to trade execution.

What municipal entities do you work with? +

Lone Pine Advisory Services focuses primarily on cities, counties, and school districts throughout the state of Oregon.

What types of fixed income securities do you offer? +

They offer municipal bonds (tax-free income), taxable fixed income (investment grade or better), and taxable fixed income plus (includes high yield securities for higher potential returns).

How often do you meet with clients? +

Lone Pine Advisory Services meets with each client at least quarterly to discuss reporting, performance, and any new developments.

What credentials does the advisor hold? +

Donald J. Leek holds a CSA (Certified Senior Advisor) designation from the Society of Senior Advisors and has a BBA from The University of Portland.

Do you offer multiple custodian options? +

Yes, Lone Pine Advisory Services has the ability to use multiple custodians for their clients, which is included as part of the fee.