Pine Valley Investments is a registered investment advisor based in Marlton, New Jersey, offering ongoing portfolio management, pension consulting, and subadvisory services. Pine Valley Investments creates personalized investment strategies based on each client's individual goals, time horizon, and risk tolerance, utilizing fundamental, technical, and quantitative analysis. The firm manages direct client accounts and also collaborates with other advisors through tri-party agreements. In addition to traditional investment management, Pine Valley Investments and its affiliates manage private investment funds, such as the Magarian Fund and PV Opportunity Fund Series I, and maintain affiliations with insurance and broker-dealer entities. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable subject to management approval.