Ametrine Wealth

Ametrine Wealth Management is a fee‑only registered adviser that provides ongoing investment management and limited‑scope financial planning to individuals and high‑net‑worth clients, and it also accepts corporate or business clients, including work on employee benefits and business‑owner retirement considerations. Services include discretionary portfolio management, project‑based and hourly financial planning engagements, and coordination with third‑party professionals such as attorneys and tax advisors.

The firm develops personalized investment policies and targets asset allocation using principles from Modern Portfolio Theory, implementing portfolios with a mix of passive and active strategies and, when appropriate, outside managers; accounts are reviewed on a regular (quarterly) basis. Ametrine incorporates “held‑away” account oversight via a third‑party order management link (Pontera) to adjust allocations in 401(k)s, 529s and similar accounts and provides clients continued access to financial‑planning software (Right Capital) after project engagements.

Noteworthy aspects for a small independent adviser include the explicit inclusion of corporate/business clients and an employee benefits optimization service line, which is less common among peers, and the use of Dimensional Fund Advisors (DFA) mutual funds in some portfolios, a choice that can affect portability if a client changes advisers. The firm also requires use of a recommended custodian (Charles Schwab), integrates held‑away account monitoring rather than custody, and offers limited complimentary access to planning technology following project engagements.