Rinascita, LLC

Rinascita provides discretionary asset management primarily for high‑net‑worth individuals, developing client‑specific investment goals, time horizons, and risk tolerances. Services include ongoing portfolio management across equities and fixed income, option writing strategies, and active tax‑loss harvesting for taxable accounts.

The firm’s investment process relies on fundamental analysis and discretion to implement tailored strategies, with portfolios monitored quarterly and rebalanced as needed. With client authorization, Rinascita implements options strategies (including covered call writing and put sales) and may use margin in client accounts as part of its execution of those strategies.

What is distinctive about Rinascita relative to many independent advisors is its explicit use of borrowing (margin) and derivatives inside separately managed accounts—practices that are relatively uncommon among peers—and its stated practice of actively harvesting tax losses, which can increase portfolio turnover. The firm generally works with larger relationships (a stated typical minimum relationship size) and uses a single custodian platform, leaving proxy voting to clients unless assistance is requested.