Individual Managed Accounts

Lorintine Capital works with individuals and their retirement, college savings, and other intermediate to long term investment accounts. Through TD Ameritrade Institutional, we can act as the investment advisor on a wide variety of account types such as:

  • Individual, joint, or community property

  • Custodial (UGMA/UTMA)

  • Trust

  • Traditional or Roth IRA

  • Coverdell (Education IRA)

  • Traditional or Roth Beneficiary IRA

  • SEP or Simple IRA

  • Individual 401(k)