Pickwick Capital Advisors LLC is a Registered Investment Advisor. We advise our clients on the investment of their assets in public and private securities. We determine which asset classes are most appropriate given the client’s risk parameters, goals, and our proprietary view of market factors. With the help of our partners we then select the best Investment Advisors to manage the assets in the various asset classes. We provide ongoing monitoring of the portfolio and performance reporting.
Pickwick Capital Advisors LLC is dedicated to providing superior investment returns and services for our clients while preserving uncompromising integrity in all of our dealings.
We are committed to the steadfast pursuit of prosperity for our clients, the firm, our employees and the communities in which we live and work.
We seek to achieve this mission through the consistent application of knowledge, creativity, and diligence.
Independence
Providing independent analysis,
assessment and judgment in a world harboring opportunity as well as
uncertainty.
Experience
Comprised only of senior professionals with years of experience in their
respective fields.
Long-term Relationships
Based on our relation-driven approach,
Pickwick is intent on working with clients to develop and implement long-term plans for success.
Customized, Tailored Approach
No two clients are alike so we work actively with clients to customize long-term solutions to meet their needs.
Teamwork Approach
Because we are small and highly focused, we will work hard as team to ensure that a client’s objectives are met.
Highly Differentiated Products
and Services
In order to maintain a client’s long-term success, we offer highly differentiated products and services to ensure that success is on-going.
