Capital Advisors Executives

The Pickwick team provides a unique combination of services generally unavailable from traditional investment advisory firms.

	Senior professionals with deep financial experience and expertise
	Emphasis on personalized and customized services provided over time rather than narrow transactional specializations
	International experience and perspective
	Development of financial goals
	Strategic asset allocation according to the goals
	Selection of appropriate outside investment managers
	Monitoring of a client’s portfolio

Douglas Greenwood

President & CEO

Val Pavlov

President
Director of Investment Management