Faq

Pieroth is registered with the OSC as an investment firm providing asset management to high net worth individuals and institutions worldwide, We uphold the industry's highest standard of care and help investors reach their goals through active money management. When you hire Pieroth to help manage your money, you can expect a personalized, rewarding investment experience and world-class service.

Our approach to investment starts with you. We help our clients reach their investment goals through tailored portfolios built with a dynamic, global approach to asset and style allocation. Other money managers may offer cookie-cutter portfolios or strategies based on a single style of investing. That means you're getting the same advice as everyone else, regardless of your situation. While other managers may consider just your age or risk tolerance, we learn about your goals, financial needs, health, age, family circumstances and more. We approach communications differently, too. You'll hear from us regularly~not just when markets are doing well. While other money managers may avoid your calls when markets are turbulent, we'll be in touch, letting you know what's happening with your portfolio.

>> Find out more about how Pieroth is different than other money managers.

Through tailored portfolio management, we help high-net-worth individuals and institutions around the world reach their long-term financial goals. As a client, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Communication and service are tailored to your needs. In addition, we can help with financial planning, budgeting, cash-flow analysis. Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That's why you'll have a dedicated Investment Counselor to help you understand what's going on in your account-and why. Your Investment Counselor stays in touch through up and down markets and is also your gateway to a wealth of exclusive content and informational resources.

Unlike some money managers, we don't earn commissions on trades. Instead, we use a tiered fee structure that's based on your portfolio's size. This means we're always focused on your best interests, and when you do better we do better.

Our Investment Policy Committee (IPC) makes all strategic investment decisions for our clients' portfolios. The IPC has over 21 years of combined investing experience. They are supported by our large research department, which includes capital markets, macroeconomics, securities and quantitative analysts.

Michael Schutt Founder & Executive Chairman
Luke Stromme Chief Executive Officer
Dave Eichmann Chief Finance Officer
Jenna Tyler Co-Chief Investment Officer
Hendrick Leon Wine Broker
Nancy Donavan Portfolio Management
Nicole Broadway, Senior Vice President, Research
Sondra Linkous Senior Vice President, Research

We take an active, disciplined and global approach to managing money. We learn about your unique goals and needs so we can create a personalized portfolio for you. Your investment objectives and our market outlook help determine your asset allocation-your mix of Fine wine, Coffee or Cannabis. As market conditions or your needs change, we may adjust your asset allocation to keep your portfolio positioned to meet your objectives. We meticulously analyze markets, identify attractive investment categories for your portfolio. We search for investing opportunities in our sector because a diversified portfolio can help you achieve your goals sooner. Our personalized, disciplined and global approach to managing money has helped more than 10,000 clients worldwide plan for their financial future with confidence.*

We are proud of our performance history. Since we opened in 2014, we have developed investing strategies and innovative approaches to analyzing how economic, political and sentiment factors drive markets. Pieroth's Private Client Group (VAPCG) claims compliance with the Global Investment Performance Standards (GIPS), a framework of rigorous measurement standards with some important features:

1) Performance represents the majority of our clients portfolios,
2) Quoted performance numbers are those that client portfolios actually achieved and
3) can be compared to other GIPS-compliant investment advisers.

It may sound surprising, but not all investment firm take such a disciplined approach to measuring or advertising performance. That's why we urge investors to remember past performance is not indicative of future results and should only be one of many considerations when choosing an investment firm. You should also weigh the quality of service and advice and if the business is structured to put your needs first. A regional representative will be happy to provide more information about our performance history and discuss investment strategies for your personal goals.

Pieroth's Private Client Group focuses on high net worth individuals with investable Holdings of $2,000 or more. When we started the Private Client Group, we saw an opportunity to help an underserved market with different needs than other investors. We're dedicated to serving clients who have worked hard throughout their lives with investing advice, tailored solutions and ongoing support.

You can become a client by Signing up. We will guide you through every step of becoming a new client. Our hands-on approach respects your time, keeps you informed and reduces the amount of paperwork you need to fill out.

We primarily invest in Fine wine, growing vineyards, and commodities. We also sometimes use hedging instruments such as short equity positions and options when it's appropriate given your situation and current market conditions. Your long-term financial goals always determine our investment choices.

We take your security and privacy seriously and have implemented numerous layers of security measures for you. At the forefront is your Investment Counselor, your primary point of contact who knows you and your personal situation. If your Investment Counselor receives an abnormal request, he or she will put it on hold until he or she can obtain confirmation from you. In addition, employees are supported by comprehensive data management systems and security policies to protect client data from external and internal threats.
When you invest with Pieroth, we manage your investments, but your Holdings are held by a third-party custodian. Using a third-party custodian helps in reducing conflicts of interest and promotes transparency.

Luke Stromme is our CEO. He started at Pieroth in 2014 and has been CEO since 2015. He directs day-to-day operations and oversees our four primary business units: Pieroth Institutional Group, Pieroth Private Client Group, Pieroth Private Client Group International.

We're privately held, which helps us serve our clients and act in their best interests without obligation to private equity backers or other investors.

Pieroth and its affiliates have over 100 employees across 8 countries and five continents. Our exceptional workforce is highly specialized with diverse skills and backgrounds, but we're all relentlessly focused on serving our clients. We're nimble, we always put our clients' best interests first, and we have carefully built this firm so it can grow, continue to put clients first and deliver excellent investments results.

As of 05/5/2022, we manage over $1.9 billion for clients globally.* This includes Holdings under management from our three sector, which serve a global client base of diverse investors.

'Click on the live chat to contact us'. We're happy to answer questions over the phone and look forward to helping you.