Home | Pivot Capital Management, LLC

Investment Strategies

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Primary investment offerings:

Equities
Mutual Funds & ETFs
Fixed Income
Money Market Funds

Tax-Loss Harvestiing

Yeild is not only what you make but how much of it you keep. We review your portfolio to take advantage of tax-loss harvesting to improve your after tax yeild.

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Insurance Strategies

We create strategies that are tailored to your needs and goals.

Family Protection
Buy-Sell Agreements
Key Person
Estate Planning
Charitable Giving

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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We Work For You.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

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