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James P

Series 65

Pittsford, NY

J.R.Pluta Capital Management, Inc.

James Pluta is the sole advisor at J.R. Pluta Capital Management, Inc. in Pittsford, NY, holding a Series 65 credential with 40 years at the firm and five years of industry experience. The firm provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as charitable organizations. J.R. Pluta Capital Management employs a bottom-up, fundamental investment approach that incorporates various strategies and maintains cash in money market accounts, managing approximately $16.25 million across a small client base.

Active portfolio management Options & derivatives strategies
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